Avantax Advisory Services’s Lightwave Logic LWLG Stock Holding History

Avantax Advisory Services’s Portfolio LWLG Stock Details LWLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.6K	Hold	11,000	–	–	﹤0.01%	2351
2025 Q1	$11.3K	Hold	11,000	–	–	﹤0.01%	2221
2024 Q4	$23.1K	Hold	11,000	–	–	﹤0.01%	2169
2024 Q3	$30.4K	Hold	11,000	–	–	﹤0.01%	2102
2024 Q2	$32.9K	Buy	+11,000	New	+$40.2K	﹤0.01%	2048

Other funds holding LWLG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's LWLG Position: Q2 2025 in Review

Avantax Advisory Services held its Lightwave Logic (LWLG) position steady in Q2 2025 at 11,000 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Avantax Advisory Services first reported a position in LWLG in Q2 2024 and has held it in 5 quarters since. The position peaked at $32.9K in Q2 2024. 115 funds tracked by Wall St. Rank hold LWLG as of Q2 2025.

Avantax Advisory Services held 11,000 shares of Lightwave Logic worth $13.6K as of Q2 2025.
Avantax Advisory Services left its Lightwave Logic share count unchanged in Q2 2025.
Lightwave Logic made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2351 holding.
Avantax Advisory Services first reported a position in Lightwave Logic in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Lightwave Logic position peaked at $32.9K in Q2 2024.
115 funds tracked by Wall St. Rank held Lightwave Logic as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.