BHWM
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Bay Harbor Wealth Management’s TransUnion TRU Stock Holding History

Bay Harbor Wealth Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$704 Buy
8
+3
+60% +$264 ﹤0.01% 539
2025
Q1 		$414 Buy
+5
New +$414 ﹤0.01% 474