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Principia Wealth Advisory’s Morningstar MORN Stock Holding History

Principia Wealth Advisory’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$628 Hold
2
– – ﹤0.01% 682
2025
Q1 		$557 Buy
+2
New +$557 ﹤0.01% 540