NYSEARCA:WLTH LifeGoal Wealth Builder ETF (WLTH) Price, Holdings, & News → Shocking: One AI startup's revenue could surge 4,735% (From Manward Press) (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 5G Stocks: The Path Forward is ProfitableClick the link below and we'll send you MarketBeat's guide to investing in 5G and which 5G stocks show the most promise. Get This Free Report Ad Crypto 101 MediaTech GIANT’s Plans to Revolutionize Crypto…A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024. Claim your free seat by clicking here now. LifeGoal Wealth Builder ETF ExpensesTypeWLTHTarget Outcome ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement Fee0.49%0.68%0.69%0.51%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%0.58%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:AHHXiShares LifePath Target Date 2030 ETFNYSEARCA:ITDBFlexshares Real Assets Allocation Index FundNASDAQ:ASET 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 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 5/12/2024 by MarketBeat.com Staff From Our PartnersTech GIANT’s Plans to Revolutionize Crypto…Crypto 101 MediaThe ONE AI Stock to own now. 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