NWAG
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Net Worth Advisory Group’s Broadridge BR Stock Holding History

Net Worth Advisory Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Buy
1,301
+50
+4% +$12.1K 0.07% 285
2025
Q1 		$303K Buy
+1,251
New +$303K 0.1% 251