Physician Wealth Advisors’s Couchbase BASE Stock Holding History

Physician Wealth Advisors’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-127	Closed	-$3.1K	–	1915
2025 Q2	$3.1K	Buy	+127	New	+$2.31K	﹤0.01%	911

Other funds holding BASE

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return