Win Advisors, Inc American Centy ETF Tr Focused Transaction History

Win Advisors, Inc

$201 Million
Q4 2024

A detailed history of Win Advisors, Inc transactions in American Centy ETF Tr Focused stock. As of the latest transaction made, Win Advisors, Inc holds 29,033 shares of FDG stock, worth $3.15 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

29,033

Holding current value

$3.15 Million

% of portfolio

1.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$91.61 - $109.13 $2.66 Million - $3.17 Million	29,033 New	29,033 $3.02 Million
Q1 2024 Apr 24, 2024	BUY	$68.73 - $82.99 $166,876 - $201,499	2,428 New	2,428 $200,000
Q3 2022 Oct 27, 2022	SELL	$52.58 - $64.36 $368 - $450	-7 Reduced 87.5%	1 $0
Q2 2022 Jul 18, 2022	SELL	$50.49 - $74.28 $2.02 Million - $2.97 Million	-39,940 Reduced 99.98%	8 $0
Q1 2022 May 13, 2022	BUY	$62.1 - $81.8 $2.48 Million - $3.27 Million	39,948 New	39,948 $2.89 Million

Others Institutions Holding FDG

# of Institutions

Shares Held

1.94M

Call Options Held

Put Options Held

American Century Companies Inc Kansas City, MO

808K
Shares

$87.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

619K
Shares

$67.1 Million
0.02% of portfolio
Slagle Financial, LLC Edwardsville, IL

72.1K
Shares

$7.81 Million
2.97% of portfolio
Truist Financial Corp

65.4K
Shares

$7.09 Million
0.01% of portfolio
Creative Financial Designs Inc

61.2K
Shares

$6.63 Million
0.49% of portfolio

View Full List

About AMERICAN CENTY ETF TR FOCUSED

Ticker FDG
Sector ETFs
Industry ETFs

More about FDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Account