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Optimize Financial’s Travelers Companies TRV Stock Holding History

Optimize Financial’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
1,437
-10
-0.7% -$2.68K 0.24% 123
2025
Q1 		$383K Buy
+1,447
New +$383K 0.28% 116