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Wealth Preservation Advisors’s W.R. Berkley WRB Stock Holding History

Wealth Preservation Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$882 Hold
12
– – ﹤0.01% 544
2025
Q1 		$854 Buy
+12
New +$854 ﹤0.01% 522