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Wealth Preservation Advisors’s SmartFinancial SMBK Stock Holding History

Wealth Preservation Advisors’s Portfolio SMBK Stock Details SMBK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$235K Hold
6,945
– – 0.14% 79
2025
Q1 		$216K Buy
+6,945
New +$216K 0.15% 72