Gilliland Jeter Wealth Management’s i3 Verticals IIIV Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Hold
2025 Q1	$207K	Buy
2024 Q4	–	Sell
2024 Q3	$179K	Hold
2024 Q2	$185K	Hold
2024 Q1	$192K	Buy