Retirement Wealth Solutions LLC ZACKS TRUST Transaction History

Retirement Wealth Solutions LLC

  • $137 Billion
  • Q2 2025
Number of Shares
468
Previous 432 8.33%
Holding current value
$15.9 Million
Previous $13.1 Million 21.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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