Number of Shares
39,373
Previous 41,921 6.08%
Holding current value
$1.48 Billion
Previous $1.62 Billion 8.46%
% of portfolio
0.61%
Previous 1.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

SELL
N/A
-2,548 Reduced 6.08%
39,373 $1.48 Billion
Q4 2024

Feb 26, 2025

BUY
N/A
41,921 New
41,921 $1.62 Billion
Track This Portfolio

Track Life Wealth Investments, LLC Portfolio

Follow Life Wealth Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Wealth Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Wealth Investments, LLC with notifications on news.