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FLP Wealth Management’s Fiserv FI Stock Holding History

FLP Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-73
Closed -$15K – 196
2024
Q4 		$15K Buy
+73
New +$15K 0.04% 196