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Prevail Innovative Wealth Advisors’s Salesforce CRM Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.83M Buy
+14,027
New +$3.83M 0.86% 36
2024
Q4 		– Sell
-5,368
Closed -$1.47M – 175
2024
Q3 		$1.47M Buy
+5,368
New +$1.47M 0.45% 78