UWM
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USAdvisors Wealth Management’s Fiserv FI Stock Holding History

USAdvisors Wealth Management’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 		$246K Sell
1,428
-65
-4% -$11.2K 0.09% 111
2025
Q1 		$329K Sell
1,493
-79
-5% -$17.4K 0.11% 97
2024
Q4 		$322K Buy
+1,572
New +$322K 0.1% 102