Simplicity Wealth,Llc ETF Opportunities Tr Wealthtru Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 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 204,927 shares of WLTG stock, worth $7.18 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
204,927
Previous 222,447 7.88%
Holding current value
$7.18 Million
Previous $7.12 Million 0.44%
% of portfolio
0.45%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$31.97 - $35.31 $560,114 - $618,631
-17,520 Reduced 7.88%
204,927 $7.15 Million
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
1.46M
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
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