BSTWA
CRM icon

Blake Schutter Theil Wealth Advisors’s Salesforce CRM Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,132
Closed -$310K – 128
2024
Q3 		$310K Buy
+1,132
New +$310K 0.22% 111