DWA
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Delap Wealth Advisory’s Nasdaq NDAQ Stock Holding History

Delap Wealth Advisory’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,215
Closed -$203K – 234
2024
Q1 		$203K Buy
+3,215
New +$203K 0.08% 245