Simplicity Wealth,Llc ETF Opportunities Tr Wealthtru Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in ETF Opportunities Tr Wealthtru stock. As of the latest transaction made, Simplicity Wealth,Llc holds 222,447 shares of WLTG stock, worth $7.82 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
222,447
Previous 212,684 4.59%
Holding current value
$7.82 Million
Previous $5.99 Million 18.82%
% of portfolio
0.32%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$25.92 - $31.99 $253,056 - $312,318
9,763 Added 4.59%
222,447 $7.12 Million
Q1 2025

Apr 14, 2025
BUY
$27.86 - $31.27 $2.1 Million - $2.36 Million
75,389 Added 54.91%
212,684 $5.99 Million
Q4 2024

Feb 07, 2025
BUY
$28.78 - $30.92 $3.95 Million - $4.25 Million
137,295 New
137,295 $4.01 Million

Others Institutions Holding WLTG

# of Institutions
5
Shares Held
1.39M
Call Options Held
0
Put Options Held
0
View Full List

About ETF OPPORTUNITIES TR WEALTHTRU

WLTG Quotes by TradingView
  • Ticker WLTG
  • Sector ETFs
  • Industry ETFs
More about WLTG
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email