Simplicity Wealth,Llc ETF Opportunities Tr Wealthtru Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 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 212,684 shares of WLTG stock, worth $6.5 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
212,684
Previous 137,295 54.91%
Holding current value
$6.5 Million
Previous $4.01 Million 49.46%
% of portfolio
0.5%
Previous 0.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4
Shares Held
1.35M
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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