GWA
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Gratus Wealth Advisors’s Invesco IVZ Stock Holding History

Gratus Wealth Advisors’s Portfolio IVZ Stock Details IVZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,018
Closed -$375K – 138
2023
Q4 		$375K Buy
+21,018
New +$375K 0.07% 102