Who owns Affinity World Leaders Equity?
- Ticker: WLDR
- CUSIP Number: 90214q105
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Analyze quarterly positions in Affinity World Leaders Equity with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Affinity World Leaders Equity this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Sowell Financial Services | 770k | $21M | -2% | Dec 2023 |
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Atria Investments | 71k | $1.9M | -18% | Dec 2023 |
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Signal Advisors Wealth | 30k | $923k | 100% | Mar 2024 |
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CWM | 25k | $765k | -60% | Mar 2024 |
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Maripau Wealth Management | 15k | $419k | 100% | Dec 2023 |
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Citadel Advisors | 12k | $335k | -67% | Dec 2023 |
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Advisor Group Holdings | 5.2k | $142k | -12% | Dec 2023 |
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Nbc Securities | 2.3k | $72k | -1% | Mar 2024 |
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UBS Group | 720.00 | $20k | -42% | Dec 2023 |
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Provence Wealth Management Group | 300.00 | $8.2k | 0% | Dec 2023 |
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Who sold out of Affinity World Leaders Equity?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Sep 2023 | 100k | $2.5M |