SWM
PVLA

Spire Wealth Management’s Palvella Therapeutics PVLA Stock Holding History

Spire Wealth Management’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153K Hold
1,000
– – ﹤0.01% 866
2026
Q1 		$125K Hold
1,000
– – ﹤0.01% 922
2025
Q4 		$105K Sell
1,000
-16
-2% -$1.36K ﹤0.01% 979
2025
Q3 		$63.7K Sell
1,016
-1,500
-60% -$66.9K ﹤0.01% 1157
2025
Q2 		$56.7K Hold
2,516
– – ﹤0.01% 1156
2025
Q1 		$70.4K Buy
+2,516
New +$48.5K ﹤0.01% 1167
2021
Q3 		– Sell
-63
Closed -$19K – 2663
2021
Q2 		$19K Buy
+63
New +$13.8K ﹤0.01% 1902

Other funds holding PVLA

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return