KWM
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Keebeck Wealth Management’s Savers SVV Stock Holding History

Keebeck Wealth Management’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-57,148
Closed -$1.1M – 281
2024
Q1 		$1.1M Buy
+57,148
New +$1.1M 0.16% 133