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Waterway Wealth Management, LLC

SEC CIK
0001992193
Latest filing
Jul 13, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Waterway Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
3,037
Value
$1.70M
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of MSCI by Waterway Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,037$1.70M0.3%+716+30.8%AddedHolders
Q1 20262,321$1.25M0.3%+2,321NewHolders