Ubs Group Ag ETF Opportunities Tr Wealthtru Transaction History

Ubs Group Ag

$555 Billion
Q2 2025

A detailed history of Ubs Group Ag transactions in ETF Opportunities Tr Wealthtru stock. As of the latest transaction made, Ubs Group Ag holds 28 shares of WLTG stock, worth $932. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$932

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$25.92 - $31.99 $725 - $895	28 New	28 $0
Q3 2024 Nov 14, 2024	BUY	$25.67 - $28.96 $8,984 - $10,136	350 New	350 $10,000
Q1 2023 May 12, 2023	BUY	$19.5 - $21.37 $7,312 - $8,013	375 Added 300.0%	500 $10,000
Q3 2022 Nov 10, 2022	SELL	$19.61 - $21.77 $9,530 - $10,580	-486 Reduced 79.54%	125 $2,000
Q2 2022 Aug 10, 2022	BUY	$20.12 - $24.12 $12,293 - $14,737	611 New	611 $12,000

Others Institutions Holding WLTG

# of Institutions

Shares Held

1.38M

Call Options Held

Put Options Held

Wealth Trust Asset Management, LLC Destin, FL

1.16M
Shares

$38.6 Million
28.61% of portfolio
Simplicity Wealth,Llc

222K
Shares

$7.41 Million
0.32% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

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About ETF OPPORTUNITIES TR WEALTHTRU

Ticker WLTG
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