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Affinity World Leaders Equity shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Affinity World Leaders Equity

Tip: Access up to 7 years of quarterly data

All positions including Affinity World Leaders Equity held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affinity World Leaders Equity by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 8.3k 37.07
2025-06-30 $277k 8.3k 33.27
2025-03-31 $263k 9.1k 28.91
2024-12-31 $307k 10k 29.59
2024-09-30 $254k 7.7k 33.08

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

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