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Affinity World Leaders Equity shares owned by CWM

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

Historical chart of CWM investment in Affinity World Leaders Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affinity World Leaders Equity by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 1.7k 33.30
2024-06-30 $56k 1.8k 30.89
2024-03-31 $765k 25k 31.24
2023-12-31 $1.7M 61k 27.39
2023-09-30 $1.4M 56k 25.39
2023-06-30 $7.0k 254 27.56

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
GeoWealth Management
Atria Investments
Signal Advisors Wealth
Maripau Wealth Management
Private Advisor
Flow Traders US
Townsquare Capital
Norden Group
Advisor Group Holdings
Assetmark
Nbc Securities
CWM
Morgan Stanley

View all funds holding Affinity World Leaders Equity