NYSEARCA:WLTH LifeGoal Wealth Builder ETF (WLTH) Price, Holdings, & News → Reclusive millionaire’s final warning about America (From Weiss Ratings) (Ad) Free WLTH Stock Alerts $8.32 -0.02 (-0.24%) (As of 06/12/2023) Add Compare Share Share Today's Range$8.32▼$8.3250-Day Range$8.32▼$8.3352-Week Range$7.50▼$8.85Volume100 shsAverage Volume4,772 shsMarket Capitalization$7.90 millionAssets Under Management$7.91 millionDividend Yield3.61%Net Expense Ratio0.68% Stock AnalysisStock Analysis Get LifeGoal Wealth Builder ETF alerts: Email Address About LifeGoal Wealth Builder ETFThe 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 WLTH Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart WLTH ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com Receive WLTH Stock News and Ratings via Email Sign-up to receive the latest news and ratings for LifeGoal Wealth Builder ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerLifeGoal Investments Fund NameLifeGoal Wealth Builder ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:WLTH Inception Date9/9/2021 Fund ManagerBrett Sohns, Taylor Sohns WebN/A PhoneN/AFund Focus Asset ClassMulti Asset BenchmarkN/A CategoryAsset Allocation FocusTarget Outcome Development LevelBlended Development RegionGlobal Number of Holdings1 Fund Statistics Assets Under Management$7.91 million Average Daily Volume$0.00 Discount/Premium0.39% Administrator, Advisor and Custodian AdministratorUltimus Fund Solutions, LLC AdvisorLifeGoal Investments, LLC CustodianBrown Brothers Harriman & Co. DistributorForeside Fund Services, LLC Transfer AgentBrown Brothers Harriman & Co. TrusteeN/A Lead Market MakerCitadel Miscellaneous Outstanding Shares950,000Beta0.67 Creation Unit25,000 Creation Fee$250.00 10 "Recession Proof" Stocks That Will Thrive in Any MarketWhich stocks are likely to thrive in today's challenging market? Click the link below and we'll send you MarketBeat's list of ten stocks that will drive in any economic environment.Get This Free Report Ad Weiss RatingsReclusive millionaire’s final warning about AmericaThis crisis that's likly to begin in this country — before the election — could be bigger and more destructive than any crisis I've ever seen. That's why, no matter what you do, make sure you watch my short video and learn the three steps you need to take right now.Click here to learn how to prepare before it's too late. LifeGoal Wealth Builder ETF ExpensesTypeWLTHTarget Outcome ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement Fee0.49%0.68%0.71%0.51%0.51%Other Expenses10.06%1.05%0.76%0.59%0.54%Total Expense10.55%1.42%1.24%0.74%0.71%Fee Waiver-9.87%-1.20%-0.75%-0.69%-0.60%Net Expense0.68%0.96%0.98%0.58%0.58% LifeGoal Wealth Builder ETF (WLTH) HoldingsTop 1 WLTH HoldingsUs DollarsHolding Weight: 100.00%Full Holdings Details Similar ETFsiShares LifePath Target Date 2040 ETFNYSEARCA:ITDDAmplify Inflation Fighter ETFNYSEARCA:IWINAdaptive High Income ETFNYSEARCA:AHHXFlexshares Real Assets Allocation Index FundNASDAQ:ASETWBI BullBear Global High Income ETFNYSEARCA:WBIH WLTH ETF - Frequently Asked Questions How have WLTH shares performed in 2024? LifeGoal Wealth Builder ETF's stock was trading at $8.33 at the start of the year. Since then, WLTH stock has decreased by 0.1% and is now trading at $8.32. View the best growth stocks for 2024 here. What does WLTH invest in? LifeGoal Wealth Builder ETF is a multi asset fund issued by LifeGoal Investments. WLTH focuses on target outcome investments. The fund's investments total to approximately $7.91 million assets under management. What is the management fee for LifeGoal Wealth Builder ETF? LifeGoal Wealth Builder ETF's management fee is 0.49% and has other expenses of 10.06%. However, WLTH has a fee waiver of -9.87% to reimburse the expenses. The net expense ratio for WLTH is 0.68%. How do I buy shares of LifeGoal Wealth Builder ETF? Shares of WLTH stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NYSEARCA:WLTH) was last updated on 6/18/2024 by MarketBeat.com Staff From Our PartnersAI's Next Magnificent SevenThe Original Magnificent Seven Produced 16,894% Average Returns Over 20 Years.The Oxford Club | SponsoredBigger Than NVIDIA?With NVIDIA flying high, everyone is looking for the next breakout stock. But right now... There's only ...Behind the Markets | SponsoredBeta testers blew this thing upThis AI trading tool is probably unlike anything you've ever seen before… It scans the entire market and fi...Prosper Trading Academy | SponsoredThe #1 Crypto That You Don’t Own… YetThere’s all kinds of “signals” to follow when investing in cryptos. But there’s one signal you should pay a...Crypto 101 Media | SponsoredBiden Nomination CANCELED?And I believe when they do take the oath of office, their fingers will be crossed… and America will descend in...The Freeport Society | SponsoredHe Is Giving Away BitcoinAnd my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a v...Crypto Swap Profits | SponsoredElon Musk: THIS will be bigger than TeslaIf you missed out on crypto, this could be your second chance. The AI “wealth window” is opening now, but you ...Paradigm Press | SponsoredBreaking News: Elon Musk Invents New Type of A.I. (Shocking)Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street vete...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding LifeGoal Wealth Builder ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share LifeGoal Wealth Builder ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.