SVWA
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Sarver Vrooman Wealth Advisors’s Fiserv FI Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$47.4K Sell
275
-99
-26% -$17.1K 0.03% 84
2025
Q1 		$82.6K Buy
+374
New +$82.6K 0.05% 33