DWA
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Delap Wealth Advisory’s Prosperity Bancshares PB Stock Holding History

Delap Wealth Advisory’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,982
Closed -$328K – 244
2024
Q1 		$328K Buy
+4,982
New +$328K 0.13% 135