Number of Shares
11,722
Previous 5,018 133.6%
Holding current value
$423 Million
Previous $214 Million 97.95%
% of portfolio
0.1%
Previous 0.05%

Shares

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

May 12, 2025

BUY
N/A
6,704 Added 133.6%
11,722 $423 Million
Q4 2024

Feb 05, 2025

SELL
N/A
-565 Reduced 10.12%
5,018 $214 Million
Q3 2024

Oct 30, 2024

BUY
N/A
5,583 New
5,583 $234 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.