Number of Shares
6,129
Previous 26,075 76.49%
Holding current value
$225 Million
Previous $917 Million 75.48%
% of portfolio
0.06%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
N/A
-19,946 Reduced 76.49%
6,129 $225 Million
Q2 2025

Jul 30, 2025

SELL
N/A
-27,075 Reduced 50.94%
26,075 $917 Million
Q1 2025

Apr 21, 2025

BUY
N/A
24,806 Added 87.52%
53,150 $1.76 Billion
Q4 2024

Feb 26, 2025

BUY
N/A
28,344 New
28,344 $956 Million
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.