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Inspirion Wealth Advisors’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Inspirion Wealth Advisors’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,304
Closed -$249K – 163
2024
Q4 		$249K Buy
+3,304
New +$249K 0.03% 130