Simplicity Wealth,LLC
Position in WLTG — WealthTrust DBS Long Term Growth ETF
CIK 1913243
SUMMIT, NJ
All Filings in WLTG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WLTG | $6,697,205 | 197,581 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 WLTG | $7,795,073 | 223,797 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 WLTG | $7,148,263 | 204,927 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 WLTG | $7,116,301 | 222,447 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 WLTG | $6,002,793 | 212,684 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 WLTG | $4,007,366 | 137,295 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||