Maia Wealth LLC VANGUARD MUN BD FDS Transaction History

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Number of Shares
6,525
Previous 6,861 4.9%
Holding current value
$658 Million
Previous $676 Million 2.74%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 13, 2025
SELL
N/A
-336 Reduced 4.9%
6,525 $658 Million
Q2 2025

Aug 12, 2025
BUY
N/A
739 Added 12.07%
6,861 $676 Million
Q1 2025

May 12, 2025
BUY
N/A
208 Added 3.52%
6,122 $596 Million
Q4 2024

Feb 05, 2025
BUY
N/A
5,914 New
5,914 $590 Million
Track This Portfolio

Track Maia Wealth LLC Portfolio

Follow Maia Wealth 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 Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email