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NYSEARCA:WLTH

LifeGoal Wealth Builder ETF (WLTH) Price, Holdings, & News

$8.33 -0.01 (-0.12%)
As of 06/12/2023

About LifeGoal Wealth Builder ETF (NYSEARCA:WLTH)

Key Stats

Today's Range
$8.33
$8.33
50-Day Range
$8.33
$8.33
52-Week Range
$7.50
$8.85
Volume
100 shs
Average Volume
4,772 shs
Market Capitalization
$7.91 million
Assets Under Management
$7.91 million
Dividend Yield
3.60%
Net Expense Ratio
0.68%
Aggregate Rating
N/A

ETF Overview

LifeGoal Wealth Builder ETF Expenses

TypeWLTHTarget Outcome ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFs
Management Fee0.49%0.68%0.70%0.51%0.53%
Other Expenses10.06%1.08%0.71%0.59%0.56%
Total Expense10.55%1.41%1.19%0.74%0.73%
Fee Waiver-9.87%-1.10%-0.60%-0.71%-0.63%
Net Expense0.68%0.99%0.96%0.58%0.60%
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WLTH ETF News Headlines

No headlines for this company have been tracked by MarketBeat.com

WLTH ETF - Frequently Asked Questions

LifeGoal Wealth Builder ETF's stock was trading at $8.33 at the beginning of the year. Since then, WLTH shares have increased by 0.0% and is now trading at $8.33.

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.

Fund Details

Issuer
LifeGoal Investments
Fund Name
LifeGoal Wealth Builder ETF
Tax Classification
Regulated Investment Company
Stock Exchange
NYSEARCA
Current Symbol
NYSEARCA:WLTH
Inception Date
9/9/2021
Fund Manager
Brett Sohns, Taylor Sohns
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Multi Asset
Benchmark
N/A
Category
Asset Allocation
Focus
Target Outcome
Development Level
Blended Development
Region
Global
Number of Holdings
1

Fund Statistics

Assets Under Management
$7.91 million
Average Daily Volume
$0.00
Discount/Premium
0.39%

Administrator, Advisor and Custodian

Administrator
Ultimus Fund Solutions, LLC
Advisor
LifeGoal Investments, LLC
Custodian
Brown Brothers Harriman & Co.
Distributor
Foreside Fund Services, LLC
Transfer Agent
Brown Brothers Harriman & Co.
Trustee
N/A
Lead Market Maker
Citadel

Miscellaneous

Beta
0.67
Creation Unit
25,000
Creation Fee
$250.00
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Top 1 WLTH Holdings

  • Us Dollars
    Holding Weight: 100.00%

This page (NYSEARCA:WLTH) was last updated on 7/8/2025 by MarketBeat.com Staff
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