WAG
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Wallace Advisory Group’s Broadridge BR Stock Holding History

Wallace Advisory Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$208K Sell
859
-65
-7% -$15.8K 0.15% 163
2025
Q1 		$209K Buy
+924
New +$209K 0.14% 172