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Delap Wealth Advisory’s Citizens Financial Group CFG Stock Holding History

Delap Wealth Advisory’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,899
Closed -$287K – 152
2024
Q1 		$287K Buy
+7,899
New +$287K 0.12% 161