Wealth Management Associates, Inc. PACER FDS TR Transaction History

Wealth Management Associates, Inc.

  • $257 Billion
  • Q2 2025
Number of Shares
7,200
Previous 6,800 5.88%
Holding current value
$253 Million
Previous $209 Million 20.74%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 04, 2025
BUY
N/A
400 Added 5.88%
7,200 $253 Million
Q4 2024

May 28, 2025
BUY
N/A
6,800 New
6,800 $218 Million
Q3 2024

May 28, 2025
SELL
N/A
-12,500 Closed
0 $0
Q1 2024

May 28, 2025
BUY
N/A
2,900 Added 30.21%
12,500 $339 Million
Q4 2023

May 28, 2025
SELL
N/A
-550 Reduced 5.42%
9,600 $229 Million
Q3 2023

May 28, 2025
BUY
N/A
10,150 New
10,150 $217 Million
Track This Portfolio

Track Wealth Management Associates, Inc. Portfolio

Follow Wealth Management Associates, Inc. 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 Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email