Maridea Wealth Management LLC SERIES PORTFOLIOS TR Transaction History

Maridea Wealth Management LLC

  • $666 Billion
  • Q4 2025
Number of Shares
109,521
Previous 83,997 30.39%
Holding current value
$2.9 Billion
Previous $2.23 Billion 29.85%
% of portfolio
0.44%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
25,524 Added 30.39%
109,521 $2.9 Billion
Q3 2025

Nov 07, 2025
BUY
N/A
83,997 New
83,997 $2.23 Billion
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