WealthTrust Asset Management, LLC WLTG Holdings History
WealthTrust Asset Management, LLC's WealthTrust DBS Long Term Growth ETF Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 1.13 Mil shares of WealthTrust DBS Long Term Growth ETF(WLTG), totaling $32.00 Mil. This investment constitutes 23.72% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 72.68% of the outstanding WealthTrust DBS Long Term Growth ETF(WLTG) stock.
The initial trade took place in 2021Q4. And since then WealthTrust Asset Management, LLC has made 13 purchases of WLTG, at an average price of $23.76, for a total of 1.16 Mil shares. In addition, there have been 1 sales at an average price of $24.03 for 26,937.00 shares. Based on historical transaction data and WLTG's current price of $32.63, WealthTrust Asset Management, LLC's estimated gain on his WLTG holdings is $10.06 Mil, reflecting a 36.49% gain to date.
WealthTrust Asset Management, LLC WLTG ($32.63) Holding Chart
WealthTrust Asset Management, LLC WLTG ($32.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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