New Wave Wealth Advisors LLC ETF Opportunities Tr Wealthtru Transaction History

New Wave Wealth Advisors LLC

$231 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$31.97 - $35.31 $2.82 Million - $3.12 Million	88,361 New	88,361 $3.08 Billion

Others Institutions Holding WLTG

# of Institutions

5

Shares Held

1.46M

Call Options Held

0

Put Options Held

0

Wealth Trust Asset Management, LLC Destin, FL

1.22M
Shares

$42.9 Million
30.79% of portfolio
Simplicity Wealth,Llc

205K
Shares

$7.18 Million
0.45% of portfolio
Gts Securities LLC New York, NY

23.5K
Shares

$822,013
0.03% of portfolio
Global Retirement Partners, LLC

4.48K
Shares

$157,039
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About ETF OPPORTUNITIES TR WEALTHTRU

Ticker WLTG
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