DWA
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Delap Wealth Advisory’s Unum UNM Stock Holding History

Delap Wealth Advisory’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,438
Closed -$238K – 279
2024
Q1 		$238K Buy
+4,438
New +$238K 0.1% 207