Retirement Wealth Solutions LLC ZACKS TRUST Transaction History

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025
Number of Shares
850
Previous 727 16.92%
Holding current value
$22.5 Million
Previous $18.3 Million 22.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 07, 2026
BUY
N/A
123 Added 16.92%
850 $22.5 Million
Q3 2025

Oct 08, 2025
BUY
N/A
727 New
727 $18.3 Million
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