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Capital A Wealth Management’s Broadridge BR Stock Holding History

Capital A Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$727 Hold
3
– – ﹤0.01% 574
2024
Q4 		$678 Buy
+3
New +$678 ﹤0.01% 613