PWA
DFIN icon

Physician Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Physician Wealth Advisors’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11K Sell
18
-4
-18% -$247 ﹤0.01% 1339
2025
Q1 		$962 Buy
+22
New +$962 ﹤0.01% 1100