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Dynasty Wealth Management’s Lightwave Logic LWLG Stock Holding History

Dynasty Wealth Management’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
Q3 		– Sell
-39,127
Closed -$48.5K – 336
2025
Q2 		$48.5K Buy
+39,127
New +$41.1K ﹤0.01% 228

Other funds holding LWLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Dynasty Wealth Management's LWLG Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Lightwave Logic (LWLG) in Q3 2025, closing a stake of 39,127 shares — an estimated $48.5K sold.

Dynasty Wealth Management first reported a position in LWLG in Q2 2025 and held it in 1 quarter. The position peaked at $48.5K in Q2 2025. 103 funds tracked by Wall St. Rank hold LWLG as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Lightwave Logic position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 39,127 Lightwave Logic shares in Q3 2025, an estimated $48.5K.
  • Dynasty Wealth Management first reported a position in Lightwave Logic in Q2 2025 and held it in 1 quarter.
  • Dynasty Wealth Management's Lightwave Logic position peaked at $48.5K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held Lightwave Logic as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.