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WLTH Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $15,427,510.00

LifeGoal Wealth Builder ETF Insider Trading History Chart

This chart shows the insider buying and selling history at LifeGoal Wealth Builder ETF by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

LifeGoal Wealth Builder ETF Share Price & Price History

Current Price: $8.17
Price Change: ▲ Price Increase of +0.32 (4.08%)
As of 02/24/2026 05:00 PM ET

This chart shows the closing price history over time for WLTH up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

LifeGoal Wealth Builder ETF Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/11/2025David FortunatoCEOSell765,154$14.00$10,712,156.001,481,051View SEC Filing Icon  
12/11/2025David FortunatoCEOSell95,416$14.00$1,335,824.00153,503View SEC Filing Icon  
12/11/2025Kal IyerVPSell167,722$14.00$2,348,108.00127,514View SEC Filing Icon  
12/11/2025Kenneth A GoldmanDirectorSell38,071$14.00$532,994.0042,648View SEC Filing Icon  
12/11/2025Kenneth A GoldmanDirectorSell5,373$14.00$75,222.00View SEC Filing Icon  
12/11/2025Lauren LinInsiderSell30,229$14.00$423,206.0095,279View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for LifeGoal Wealth Builder ETF (NYSEARCA:WLTH)

LifeGoal Wealth Builder ETF logo
The LifeGoal Wealth Builder ETF (WLTH) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that allocates to equities, debt securities and commodity-linked instruments. The fund seeks long-term capital growth. WLTH was launched on Sep 9, 2021 and is managed by LifeGoal.
Read More on LifeGoal Wealth Builder ETF

Today's Range

Now: $8.17
Low: $7.80
High: $8.31

50 Day Range

MA: $10.55
Low: $7.20
High: $13.65

52 Week Range

Now: $8.17
Low: $7.20
High: $14.88

Volume

822,980 shs

Average Volume

1,593,322 shs

Market Capitalization

$1.23 billion

P/E Ratio

15.46

Dividend Yield

N/A

Beta

0.67

Who are the company insiders with the largest holdings of LifeGoal Wealth Builder ETF?

LifeGoal Wealth Builder ETF's top insider investors include:
  1. David Fortunato (CEO)
  2. Kal Iyer (VP)
  3. Lauren Lin (Insider)
  4. Kenneth A Goldman (Director)
Learn More about top insider investors at LifeGoal Wealth Builder ETF.