Maia Wealth LLC ZACKS TRUST Transaction History

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Number of Shares
15,493
Previous 15,215 1.83%
Holding current value
$579 Million
Previous $516 Million 12.34%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 13, 2025
BUY
N/A
278 Added 1.83%
15,493 $579 Million
Q2 2025

Aug 12, 2025
SELL
N/A
-446 Reduced 2.85%
15,215 $516 Million
Q1 2025

May 12, 2025
BUY
N/A
7,041 Added 81.68%
15,661 $456 Million
Q4 2024

Feb 05, 2025
BUY
N/A
8,620 New
8,620 $294 Million
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