KOMWMG
FI icon

Kerntke Otto McGlone Wealth Management Group’s Fiserv FI Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$217K Hold
1,261
– – 0.17% 80
2025
Q1 		$279K Hold
1,261
– – 0.24% 61
2024
Q4 		$259K Hold
1,261
– – 0.19% 67
2024
Q3 		$227K Buy
+1,261
New +$227K 0.19% 74