Valmark Advisers’s Fiserv FI Stock Holding History

Valmark Advisers’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$272K	Sell
2025 Q1	$426K	Sell
2024 Q4	$439K	Sell
2024 Q3	$538K	Buy
2024 Q2	$324K	Buy
2024 Q1	$237K	Buy