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Evelyn Partners Asset Management’s Nasdaq NDAQ Stock Holding History

Evelyn Partners Asset Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.6K Buy
387
+282
+269% +$25.2K 0.02% 83
2025
Q1 		$29.4K Buy
+105
New +$29.4K 0.02% 69