Retirement Wealth Solutions LLC ZACKS TRUST Transaction History

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Number of Shares
123
Previous 118 4.24%
Holding current value
$3.67 Million
Previous $3.46 Million 5.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 07, 2026
BUY
N/A
5 Added 4.24%
123 $3.67 Million
Q3 2025

Oct 08, 2025
BUY
N/A
14 Added 13.46%
118 $3.46 Million
Q2 2025

Jul 07, 2025
SELL
N/A
-40 Reduced 27.78%
104 $2.76 Million
Q1 2025

Apr 08, 2025
BUY
N/A
64 Added 80.0%
144 $3.21 Million
Q4 2024

Jan 15, 2025
BUY
N/A
80 New
80 $1.97 Million
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