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Principia Wealth Advisory’s Wintrust Financial WTFC Stock Holding History

Principia Wealth Advisory’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$868 Buy
7
+4
+133% +$496 ﹤0.01% 611
2025
Q1 		$312 Buy
+3
New +$312 ﹤0.01% 690