FTWA
Fifth Third Wealth Advisors’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
774
+2
| +0.3% | +$547 | 0.01% | 687 |
|
|
2025
Q1 | $220K | Buy |
772
+3
| +0.4% | +$854 | 0.01% | 635 |
|
|
2024
Q4 | $209K | Hold |
769
| – | – | 0.01% | 683 |
|
|
2024
Q3 | $204K | Sell |
769
-361
| -32% | -$95.7K | 0.01% | 667 |
|
|
2024
Q2 | $267K | Buy |
+1,130
| New | +$267K | 0.02% | 457 |
|