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USAdvisors Wealth Management’s Salesforce CRM Stock Holding History

USAdvisors Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$208K Sell
765
-408
-35% -$111K 0.08% 124
2025
Q1 		$314K Buy
1,173
+68
+6% +$18.2K 0.11% 101
2024
Q4 		$369K Buy
+1,105
New +$369K 0.12% 94