Number of Shares
50,268
Previous 53,979 6.87%
Holding current value
$1.03 Billion
Previous $1.01 Billion 1.98%
% of portfolio
0.2%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
N/A
-3,711 Reduced 6.87%
50,268 $1.03 Billion
Q1 2025

May 12, 2025

BUY
N/A
3,112 Added 6.12%
53,979 $1.01 Billion
Q4 2024

Feb 05, 2025

BUY
N/A
34,058 Added 202.62%
50,867 $1.14 Billion
Q3 2024

Oct 30, 2024

BUY
N/A
16,809 New
16,809 $368 Million
Track This Portfolio

Track Maia Wealth LLC Portfolio

Follow Maia Wealth 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 Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.