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Grant Private Wealth Management’s Stifel SF Stock Holding History

Grant Private Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,650
Closed -$250K – 129
2025
Q1 		$250K Hold
2,650
– – 0.27% 101
2024
Q4 		$281K Buy
+2,650
New +$281K 0.3% 88