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Financial Advocates Investment Management’s Lightwave Logic LWLG Stock Holding History

Financial Advocates Investment 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
-305,986
Closed -$379K – 365
2025
Q2 		$379K Hold
305,986
– – 0.03% 435
2025
Q1 		$314K Hold
305,986
– – 0.02% 549
2024
Q4 		$643K Hold
305,986
– – 0.04% 391
2024
Q3 		$845K Buy
+305,986
New +$919K 0.05% 333

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 $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.37T AUM 44.26% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Financial Advocates Investment Management's LWLG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Lightwave Logic (LWLG) in Q3 2025, closing a stake of 305,986 shares — an estimated $379K sold.

Financial Advocates Investment Management first reported a position in LWLG in Q3 2024 and held it in 4 quarters. The position peaked at $845K in Q3 2024. 103 funds tracked by Wall St. Rank hold LWLG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Lightwave Logic position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 305,986 Lightwave Logic shares in Q3 2025, an estimated $379K.
  • Financial Advocates Investment Management first reported a position in Lightwave Logic in Q3 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Lightwave Logic position peaked at $845K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Lightwave Logic as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.