Rise Advisors’s Workiva WK Stock Holding History

Rise Advisors’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.1K	Hold
2025 Q2	$8.01K	Hold
2025 Q1	$8.88K	Sell
2024 Q4	$16K	Hold
2024 Q3	$11.6K	Hold
2024 Q2	$10.7K	Hold
2024 Q1	$12.4K	Buy