GWM
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Graybill Wealth Management’s Salesforce CRM Stock Holding History

Graybill Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30
Closed -$8.05K – 95
2025
Q1 		$8.05K Buy
+30
New +$8.05K ﹤0.01% 152