Sowell Financial Services LLC ETF Opportunities Tr Wealthtru Transaction History
Sowell Financial Services LLC
- $2.34 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding WLTG
# of Institutions
4Shares Held
1.36MCall Options Held
0Put Options Held
0-
Wealth Trust Asset Management, LLC Destin, FL1.13MShares$37.2 Million24.04% of portfolio
-
Simplicity Wealth,Llc222KShares$7.31 Million0.32% of portfolio
-
Gts Securities LLC New York, NY7.76KShares$254,7070.01% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio