DWA
DFS

Delap Wealth Advisory’s Discover Financial Services DFS Stock Holding History

Delap Wealth Advisory’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,562
Closed -$205K – 169
2024
Q1 		$205K Buy
+1,562
New +$205K 0.08% 241