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Affinity World Leaders Equity shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management investment in Affinity World Leaders Equity

Tip: Access up to 7 years of quarterly data

All positions including Affinity World Leaders Equity held by Partners Wealth 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $5.3M 114k 46.63

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Starboard Invt Tr Adaptive Alpha (AGOX)
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Starboard Invt Tr Rh Tactical Rot (RHRX)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Partners Wealth Management

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
Partners Wealth Management
LPL Financial
GeoWealth Management
Steel Peak Wealth Management
Huntington Asset Advisors
Independent Financial Group
Equitable Holdings
Cetera Investment Advisers
Jane Street
Norden Group
Jones Financial Companies, L.L
Advisor Group Holdings
Nbc Securities
Assetmark

View all funds holding Affinity World Leaders Equity