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KFA Private Wealth Group’s Salesforce CRM Stock Holding History

KFA Private Wealth Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$361K Buy
1,324
+55
+4% +$15K 0.11% 90
2025
Q1 		$341K Buy
+1,269
New +$341K 0.12% 76