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Affinity World Leaders Equity shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Affinity World Leaders Equity

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All positions including Affinity World Leaders Equity held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affinity World Leaders Equity by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $192k 5.5k 35.02
2025-06-30 $182k 5.5k 33.27
2025-03-31 $159k 5.5k 28.92
2024-12-31 $184k 6.2k 29.59
2024-09-30 $205k 6.2k 33.08
2024-03-31 $194k 6.2k 31.22
2023-12-31 $142k 5.2k 27.38
2023-09-30 $150k 5.9k 25.39

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View all positions for Advisor Group Holdings

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
GeoWealth Management
Systelligence
Citadel Advisors
Cetera Investment Advisers
Jane Street
Norden Group
Advisor Group Holdings
Nbc Securities
CWM
Assetmark
Global Retirement Partners

View all funds holding Affinity World Leaders Equity