Retirement Wealth Solutions LLC ZACKS TRUST Transaction History

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Number of Shares
496
Previous 464 6.9%
Holding current value
$18.3 Million
Previous $17.3 Million 5.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 07, 2026
BUY
N/A
32 Added 6.9%
496 $18.3 Million
Q3 2025

Oct 08, 2025
SELL
N/A
-4 Reduced 0.85%
464 $17.3 Million
Q2 2025

Jul 07, 2025
BUY
N/A
36 Added 8.33%
468 $15.9 Million
Q1 2025

Apr 08, 2025
BUY
N/A
34 Added 8.54%
432 $13.1 Million
Q4 2024

Jan 15, 2025
BUY
N/A
398 New
398 $13.1 Million
Track This Portfolio

Track Retirement Wealth Solutions LLC Portfolio

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

News

Stay updated on Retirement Wealth Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email