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

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025
Number of Shares
72,187
Previous 62,866 14.83%
Holding current value
$2.26 Billion
Previous $2.01 Billion 12.28%
% of portfolio
2.6%
Previous 1.97%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email