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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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% $813,118 -$7,724,327 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.