New Wave Wealth Advisors LLC ETF Opportunities Tr Wealthtru Transaction History
New Wave Wealth Advisors LLC
- $273 Billion
- Q4 2025
A detailed history of New Wave Wealth Advisors LLC transactions in ETF Opportunities Tr Wealthtru stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 89,188 shares of WLTG stock, worth $3.12 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
89,188
Previous 88,361
0.94%
Holding current value
$3.12 Million
Previous $3.08 Billion
0.79%
% of portfolio
1.14%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding WLTG
# of Institutions
6Shares Held
1.55MCall Options Held
0Put Options Held
0-
Wealth Trust Asset Management, LLC Destin, FL1.22MShares$42.9 Million30.79% of portfolio
-
Simplicity Wealth,Llc205KShares$7.18 Million0.45% of portfolio
-
Gts Securities LLC New York, NY23.5KShares$822,0130.03% of portfolio
-
Global Retirement Partners, LLC4.48KShares$157,0390.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$0100.0% of portfolio