PWA
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Physician Wealth Advisors’s Factset FDS Stock Holding History

Physician Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$895 Buy
2
+1
+100% +$448 ﹤0.01% 1502
2025
Q1 		$455 Buy
+1
New +$455 ﹤0.01% 1373