Principia Wealth Advisory’s Factset FDS Stock Holding History

Principia Wealth Advisory’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$895	Buy
2025 Q1	–	Sell
2024 Q4	$961	Buy