Wayfinding Financial, LLC ZACKS SMALL/MID CAP Transaction History

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Number of Shares
141,977
Previous 139,166 2.02%
Holding current value
$4.3 Million
Previous $4.76 Million 9.79%
% of portfolio
1.88%
Previous 2.55%

Shares

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

Apr 29, 2025
BUY
N/A
2,811 Added 2.02%
141,977 $4.3 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-3,445 Reduced 2.42%
139,166 $4.76 Million
Q3 2024

Nov 04, 2024
SELL
N/A
-1,012 Reduced 0.7%
142,611 $4.72 Million
Q2 2024

Aug 09, 2024
SELL
N/A
-713 Reduced 0.49%
143,623 $0
Q1 2024

May 09, 2024
BUY
N/A
144,336 New
144,336 $0
Track This Portfolio

Track Wayfinding Financial, LLC Portfolio

Follow Wayfinding Financial, 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 Wayfinding Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wayfinding Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email