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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
Atria Investments
Signal Advisors Wealth
CWM
Maripau Wealth Management
Citadel Advisors
Advisor Group Holdings
Nbc Securities
UBS Group
Provence Wealth Management Group

View all funds holding Affinity World Leaders Equity