PWAM
FI icon

Private Wealth Asset Management’s Fiserv FI Stock Holding History

Private Wealth Asset Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
1,489
-73
-5% -$12.6K 0.03% 212
2025
Q1 		$345K Buy
+1,562
New +$345K 0.05% 180