Who owns Affinity World Leaders Equity?
- Ticker: WLDR
- CUSIP Number: 90214q105
Tip: Access positions for across all investors
Analyze quarterly positions in Affinity World Leaders Equity with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Affinity World Leaders Equity stock
Who bought or sold Affinity World Leaders Equity this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sowell Financial Services | 766k | $23M | 10% | Dec 2024 |
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| GeoWealth Management | 64k | $1.9M | -3% | Dec 2024 |
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| Signal Advisors Wealth | 17k | $507k | 1% | Dec 2024 |
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| Maripau Wealth Management | 17k | $501k | 3% | Dec 2024 |
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| Atria Investments | 13k | $378k | -45% | Dec 2024 |
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| Cetera Investment Advisers | 10k | $307k | 35% | Dec 2024 |
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| Private Advisor | 9.9k | $292k | -15% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 7.3k | $217k | 100% | Dec 2024 |
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| Assetmark | 4.8k | $142k | 5% | Dec 2024 |
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| CWM | 1.7k | $52k | 0% | Dec 2024 |
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| Jpmorgan Chase & Co | 719.00 | $21k | 100% | Dec 2024 |
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| UBS Group | 94.00 | $2.8k | 100% | Dec 2024 |
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| Nbc Securities | 2.00 | $81.000000 | -100% | Dec 2024 |
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| FMR | 1.00 | $30.000000 | 100% | Dec 2024 |
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Who sold out of Affinity World Leaders Equity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2024 | 11k | $352k |
| Norden Group | Sep 2024 | 6.2k | $206k |
| Townsquare Capital | Sep 2024 | 6.2k | $206k |
| Advisor Group Holdings | Sep 2024 | 6.2k | $205k |
| Morgan Stanley | Sep 2024 | 1.00 | $33.000000 |