Premier Path Wealth Partners’s State Street STT Stock Holding History

Premier Path Wealth Partners’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Sell
2025 Q1	$272K	Sell
2024 Q4	$301K	Buy
2024 Q3	$266K	Buy
2024 Q2	$206K	Sell
2024 Q1	$224K	Buy
2023 Q4	$216K	Buy