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Strategies Wealth Advisors’s Fiserv FI Stock Holding History

Strategies Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$235K Buy
1,365
+6
+0.4% +$1.03K 0.03% 166
2025
Q1 		$300K Buy
+1,359
New +$300K 0.04% 139