WPA
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Wealth Preservation Advisors’s SouthState SSB Stock Holding History

Wealth Preservation Advisors’s Portfolio SSB Stock Details SSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$413K Hold
4,489
– – 0.25% 53
2025
Q1 		$417K Buy
+4,489
New +$417K 0.3% 47