CWA
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Crux Wealth Advisors’s Fiserv FI Stock Holding History

Crux Wealth Advisors’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 		$729K Buy
4,226
+48
+1% +$8.28K 0.31% 85
2025
Q1 		$923K Sell
4,178
-886
-17% -$196K 0.48% 70
2024
Q4 		$1.04M Buy
+5,064
New +$1.04M 0.58% 57