Purchases and Sales Made in Q1 2025 in Two Rds Shared Tr Affinity Wor (WLDR)
This table provides information about the institutional ownership of Two Rds Shared Tr Affinity Wor (WLDR) during Q1 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR AFFINITY WOR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
95.3K+ 12.45% |
$2.73M - $3.04M
|
861K
$27.2M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45KNew |
$1.29M - $1.44M
|
45K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36KNew |
$1.03M - $1.15M
|
36K
$1.14M
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
25.4KNew |
$729K - $811K
|
25.4K
$805K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 29.46% |
$542K - $602K
|
83K
$2.63M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.81KNew |
$253K - $281K
|
8.81K
$279K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.48KNew |
$157K - $175K
|
5.48K
$173K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.1K+ 64.62% |
$88.8K - $98.8K
|
7.9K
$250K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.01K+ 100500.0% |
$57.6K - $64.1K
|
2.01K
$63.7K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
397+ 422.34% |
$11.4K - $12.7K
|
491
$15.5K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
190+ 26.43% |
$5.45K - $6.06K
|
909
$28.8K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.29K- 12.46% |
$37.1K - $41.2K
|
9.08K
$288K
|