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Spire Wealth Management’s Lightwave Logic LWLG Stock Holding History

Spire 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
2024
Q2 		– Sell
-360
Closed -$1.69K – 2322
2024
Q1 		$1.69K Buy
+360
New +$1.57K ﹤0.01% 2130

Other funds holding LWLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Spire Wealth Management's LWLG Position: Q2 2024 in Review

Spire Wealth Management sold out of Lightwave Logic (LWLG) in Q2 2024, closing a stake of 360 shares — an estimated $1.69K sold.

Spire Wealth Management first reported a position in LWLG in Q1 2024 and held it in 1 quarter. The position peaked at $1.69K in Q1 2024. 116 funds tracked by Wall St. Rank hold LWLG as of Q2 2024.

  • Spire Wealth Management reported no remaining Lightwave Logic position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 360 Lightwave Logic shares in Q2 2024, an estimated $1.69K.
  • Spire Wealth Management first reported a position in Lightwave Logic in Q1 2024 and held it in 1 quarter.
  • Spire Wealth Management's Lightwave Logic position peaked at $1.69K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Lightwave Logic as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.