Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / WEALTHTRUST DBS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
1,354,202
-
Shares change
-
+166,779
-
Total reported value, excl. options
-
$38,221,545
-
Value change
-
+$4,699,003
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$28.22
Significant Holders of ETF OPPORTUNITIES TRUST - WEALTHTRUST DBS (WLTG) as of Q1 2025
4 filings reported holding WLTG - ETF OPPORTUNITIES TRUST - WEALTHTRUST DBS as of Q1 2025.
ETF OPPORTUNITIES TRUST - WEALTHTRUST DBS (WLTG) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,354,202 shares
.
Largest 4 shareholders include WealthTrust Asset Management, LLC (1,133,762 shares), Simplicity Wealth,LLC (212,684 shares), GTS SECURITIES LLC (7,756 shares), and CITADEL ADVISORS LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.