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Affinity World Leaders Equity shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Affinity World Leaders Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affinity World Leaders Equity by LPL Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 35k 37.19

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for LPL Financial

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
GeoWealth Management
Citadel Advisors
LPL Financial
Flow Traders US
Equitable Holdings
Huntington Asset Advisors
Cetera Investment Advisers
Independent Advisor Alliance
Norden Group
Jones Financial Companies, L.L
Advisor Group Holdings
CWM
Assetmark
UBS Group

View all funds holding Affinity World Leaders Equity