AIA
XYZ

AssuredPartners Investment Advisors’s Block, Inc. XYZ Stock Holding History

AssuredPartners Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$310K Buy
+4,566
New +$310K 0.08% 183
2025
Q1 		– Sell
-3,208
Closed -$273K – 344
2024
Q4 		$273K Buy
+3,208
New +$273K 0.05% 284