NYSEARCA:WLTH LifeGoal Wealth Builder ETF (WLTH) Price, Holdings, & News → The A.I. story nobody is telling you (Read ASAP) (From TradeSmith) (Ad) Free WLTH Stock Alerts $8.33 -0.01 (-0.12%) (As of 06/12/2023) Add Compare Share Share Today's Range$8.33▼$8.3350-Day Range$8.33▼$8.3352-Week Range$7.50▼$8.85Volume100 shsAverage Volume4,772 shsMarket Capitalization$7.91 millionAssets Under Management$7.91 millionDividend Yield3.60%Net Expense Ratio0.68% Stock AnalysisStock AnalysisHoldingsStock AnalysisHoldings 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 Metaverse Stocks And Why You Can't Ignore ThemThinking about investing in Meta, Roblox, or Unity? 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LifeGoal Wealth Builder ETF ExpensesTypeWLTHTarget Outcome ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement Fee0.49%0.68%0.69%0.50%0.51%Other Expenses10.06%1.01%0.79%0.64%0.58%Total Expense10.55%1.36%1.21%0.74%0.70%Fee Waiver-9.87%-1.16%-0.69%-0.68%-0.57%Net Expense0.68%0.91%0.94%0.57%0.58% LifeGoal Wealth Builder ETF (WLTH) HoldingsTop 1 WLTH HoldingsUs DollarsHolding Weight: 100.00%Full Holdings Details Similar ETFsiShares LifePath Target Date 2050 ETFNYSEARCA:ITDFiShares LifePath Target Date 2030 ETFNYSEARCA:ITDBFlexshares Real Assets Allocation Index FundNASDAQ:ASETAdaptive High Income ETFNYSEARCA:AHHXAmplify Inflation Fighter ETFNYSEARCA:IWIN 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 shares have increased by 0.0% and is now trading at $8.33. 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 4/24/2024 by MarketBeat.com Staff From Our PartnersThe A.I. story nobody is telling you (Read ASAP)TradeSmithtop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)Traders AgencyDid You Get Your Free Bitcoin Yet?Crypto Swap ProfitsBitcoin Rockets To Record High But Buy THIS InsteadParadigm PressUrgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!American AlternativeEmergency: Biden's $20 Trillion Mistake Could Cost YOU!GoldenCrest MetalsExposed: 10 CENT Crypto to Explode April 20th?True Market InsidersThe #1 Crypto for 2024InvestorPlace 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. 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