Significant Ownership of WIN ADVISORS, INC
- 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 signature
- Mary Therese Walsh - CHIEF COMPLIANCE OFFICER
- Manager location
- Palm Beach Gardens, FL
Large-stake snapshot
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow WIN ADVISORS, INC and return when a new Schedule 13D/G filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
CIK context first
Continue from WIN ADVISORS, INC
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.