Win Advisors, Inc - Significant Ownership

Signature - Title
Mary Therese Walsh - CHIEF COMPLIANCE OFFICER
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Win Advisors, Inc.

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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% $814K -$7.73M 36.4K -90.5% WIN ADVISORS, INC Jun 30, 2025
FTXR FIRST TRUST EXCHANGE-TRADED FUND VI EXCHANGE TRADED PRODUCT 0% $0 -$3.05M 0 -100% WIN ADVISORS, INC Aug 4, 2025

Schedules 13D/G Reported by Win Advisors, Inc:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.