Prevail Innovative Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.83M	Buy
2023 Q3	–	Sell
2023 Q2	$2.2M	Buy