WPA
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Wealth Preservation Advisors’s Chubb CB Stock Holding History

Wealth Preservation Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$98.5K Hold
340
– – 0.06% 132
2025
Q1 		$103K Buy
+340
New +$103K 0.07% 118