PIWA
GTM

Prevail Innovative Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-360,306
Closed -$4.6M – 206
2024
Q2 		$4.6M Buy
360,306
+222,222
+161% +$2.84M 1.63% 10
2024
Q1 		$2.21M Buy
+138,084
New +$2.21M 0.82% 50