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Affinity World Leaders Equity shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Affinity World Leaders Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affinity World Leaders Equity by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $384k 12k 33.07
2024-06-30 $280k 9.1k 30.75

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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