Affinity Investment Advisors, LLC Two Rds Shared Tr Affinity Wor Transaction History

Affinity Investment Advisors, LLC

$137 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 09, 2018	SELL	N/A	-11,997 Closed	0 $0
Q1 2018 May 08, 2018	BUY	N/A	11,997 New	11,997 $285,000

Others Institutions Holding WLDR

# of Institutions

16

Shares Held

1.58M

Call Options Held

0

Put Options Held

0

Sowell Financial Services LLC North Little Rock, AR

764K
Shares

$23.7 Million
1.14% of portfolio
Silverhawk Asset Management, LLC

549K
Shares

$17.1 Million
11.77% of portfolio
Geo Wealth Management, LLC Chicago, IL

65.7K
Shares

$2.04 Million
0.08% of portfolio
Atria Investments LLC Charlotte, NC

65K
Shares

$2.02 Million
0.03% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

29.6K
Shares

$918,445
0.23% of portfolio

About TWO RDS SHARED TR AFFINITY WOR

Ticker WLDR
Sector ETFs
Industry ETFs

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