CWM
FI icon

Consultiva Wealth Management’s Fiserv FI Stock Holding History

Consultiva Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.79K Hold
51
– – 0.03% 220
2025
Q1 		$11.3K Hold
51
– – 0.04% 198
2024
Q4 		$10.5K Buy
+51
New +$10.5K 0.05% 122