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Total Wealth Planning & Management’s Klaviyo KVYO Stock Holding History

Total Wealth Planning & Management’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,627
Closed -$397K – 188
2024
Q4 		$397K Buy
+9,627
New +$397K 0.36% 82