Significant Ownership of WIN ADVISORS, INC

Large-stake snapshot 1 signal
Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for WIN ADVISORS, INC focus on large-stake beneficial ownership disclosures and amendments.
  • Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Mary Therese Walsh - CHIEF COMPLIANCE OFFICER
Manager location
Palm Beach Gardens, FL

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Significant Ownership of WIN ADVISORS, INC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
AGZD WisdomTree Trust EXCHANGE TRADED PRODUCT 0.6% $813,846 -$7,731,248 36,430 -90% WIN ADVISORS, INC 30 Jun 2025
FTXR FIRST TRUST EXCHANGE-TRADED FUND VI EXCHANGE TRADED PRODUCT 0% $0 -$3,050,890 0 -100% WIN ADVISORS, INC 04 Aug 2025

Schedules 13D/G Reported by WIN ADVISORS, INC:

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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