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Retirement Wealth Solutions LLC → ESQ

Retirement Wealth Solutions LLC ESQ Position History

Esquire Financial Holdings, Inc. • Banking

Quarters held
5
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4K
Q4 2025$4K
Q1 2026$3K
Q2 2026$4K
Q3 2026$4K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4K32——
Q2 2026$4K32——
Q1 2026$3K32——
Q4 2025$4K44——
Q3 2025$4K44——

Other funds holding ESQ

Other Retirement Wealth Solutions LLC positions

VGES

VANGUARD INDEX FDS

$27.7M
VGES

VANGUARD INDEX FDS

$27.4M
VGES

VANGUARD INDEX FDS

$25.9M
VGES

VANGUARD INDEX FDS

$25.3M
VGES

VANGUARD INDEX FDS

$24.7M
ETHA

ISHARES TR

$23.7M
ETHA

ISHARES TR

$22.7M
ETHA

ISHARES TR

$15.7M