PIWA
CTO

Prevail Innovative Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.43M Buy
256,460
+21,625
+9% +$373K 0.99% 30
2025
Q1 		$4.53M Buy
234,835
+31,294
+15% +$604K 1.21% 26
2024
Q4 		$4.01M Buy
203,541
+115,146
+130% +$2.27M 1.16% 24
2024
Q3 		$1.68M Buy
+88,395
New +$1.68M 0.51% 64