WCG Wealth Advisors LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1855713
LAS VEGAS, NV
All Filings in CPTL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 CPTL | $1,629,853 | 55,268 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 CPTL | $1,540,810 | 55,645 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 CPTL | $99,284 | 3,892 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 CPTL | $1,349,402 | 52,897 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 CPTL | $3,321,516 | 124,285 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||