Wingate Wealth Advisors, Inc. 2023 ETF SERIES TRUST II Transaction History

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025
Number of Shares
70,395
Previous 71,141 1.05%
Holding current value
$2.55 Billion
Previous $2.44 Billion 4.53%
% of portfolio
1.76%
Previous 2.17%

Shares

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

Oct 23, 2025
SELL
N/A
-746 Reduced 1.05%
70,395 $2.55 Billion
Q2 2025

Jul 29, 2025
SELL
N/A
-1,046 Reduced 1.45%
71,141 $2.44 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
9,321 Added 14.83%
72,187 $2.26 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
62,866 New
62,866 $2.01 Billion
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