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Affinity World Leaders Equity shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Affinity World Leaders Equity

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

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Quarterly reported holdings in Affinity World Leaders Equity by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 66k 33.08
2024-06-30 $2.0M 66k 30.75
2024-03-31 $0 0 0.00
2023-09-30 $929k 37k 25.40
2023-06-30 $1.2M 45k 26.07
2023-03-31 $1.1M 45k 24.64
2022-12-31 $1.1M 45k 23.59
2022-09-30 $879k 43k 20.60

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

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