Activest Wealth Management
CIK
0001883134
City
AVENTURE
State / Country
FL
Holdings in LOMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,769,967 | 136,677 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $1,097,923 | 148,972 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $1,742,716 | 158,862 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $1,863,222 | 169,538 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,005,621 | 167,975 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $15,781 | 1,958 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $13,236 | 1,958 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $13,079 | 1,958 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $13,882 | 1,958 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $11,806 | 1,958 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $12,593 | 1,852 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $12,190 | 1,754 | Shares | Sole | 2023-04-18 |