Wayfinding Financial, LLC ZACKS SMALL/MID CAP ETF Transaction History

Wayfinding Financial, LLC

  • $224 Million
  • Q2 2025
Number of Shares
148,899
Previous 141,977 4.88%
Holding current value
$5.16 Million
Previous $4.3 Million 20.12%
% of portfolio
2.31%
Previous 1.88%

Shares

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

Aug 12, 2025
BUY
N/A
6,922 Added 4.88%
148,899 $5.16 Million
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
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