MWM
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Modern Wealth Management’s Fiserv FI Stock Holding History

Modern Wealth Management’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 		– Sell
-1,089
Closed -$240K – 778
2025
Q1 		$240K Sell
1,089
-112
-9% -$24.7K 0.01% 589
2024
Q4 		$247K Buy
+1,201
New +$247K 0.01% 500