PWA
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Principia Wealth Advisory’s Cadence Bank CADE Stock Holding History

Principia Wealth Advisory’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$863 Buy
27
+15
+125% +$479 ﹤0.01% 612
2025
Q1 		$346 Buy
+12
New +$346 ﹤0.01% 661