Wealthspire Advisors (New York)’s Flex FLEX Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$91.2K	Buy
2023 Q4	–	Sell
2023 Q3	$482K	Buy
2023 Q2	$431K	Buy