Significant Ownership of WIN ADVISORS, INC
- 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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Follow WIN ADVISORS, INC and return when a new Schedule 13D/G filing changes the record on this page.
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- Latest 13D/G reports to compare this manager with other current ownership disclosures.
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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 |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.