Investor's Fiduciary Advisor Network’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Hold
7,560
0.19% 128
2025
Q1
$573K Hold
7,560
0.27% 94
2024
Q4
$827K Buy
+7,560
New +$827K 0.32% 81