Retirement Wealth Solutions LLC ZACKS TRUST Transaction History

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025
Number of Shares
464
Previous 468 0.85%
Holding current value
$17.3 Million
Previous $15.9 Million 9.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 08, 2025
SELL
N/A
-4 Reduced 0.85%
464 $17.3 Million
Q2 2025

Jul 07, 2025
BUY
N/A
36 Added 8.33%
468 $15.9 Million
Q1 2025

Apr 08, 2025
BUY
N/A
34 Added 8.54%
432 $13.1 Million
Q4 2024

Jan 15, 2025
BUY
N/A
398 New
398 $13.1 Million
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