SAI
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Savvy Advisors Inc’s Fiserv FI Stock Holding History

Savvy Advisors Inc’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 		$707K Buy
4,098
+1,179
+40% +$203K 0.05% 282
2025
Q1 		$645K Buy
2,919
+1,462
+100% +$323K 0.06% 241
2024
Q4 		$299K Buy
1,457
+133
+10% +$27.3K 0.04% 345
2024
Q3 		$238K Buy
+1,324
New +$238K 0.05% 300