Fi3 Financial Advisors’s Fiserv FI Stock Holding History

Fi3 Financial Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$224K	Sell
2024 Q4	$278K	Sell
2024 Q3	$249K	Buy