GoalVest Advisory’s Klarna Group KLAR Stock Holding History

GoalVest Advisory’s Portfolio KLAR Stock Details KLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$539K	Buy	+26,636	New	+$419K	0.1%	83

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Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return