Assetmark, Inc Two Rds Shared Tr Affinity Wor Transaction History
Assetmark, Inc
- $36.4 Billion
- Q4 2024
A detailed history of Assetmark, Inc transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Assetmark, Inc holds 4,796 shares of WLDR stock, worth $137,021. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,796
Previous 4,547
5.48%
Holding current value
$137,021
Previous $150,000
6.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WLDR
# of Institutions
16Shares Held
1.57MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR861KShares$24.6 Million1.18% of portfolio
-
Silverhawk Asset Management, LLC549KShares$15.7 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL64.1KShares$1.83 Million0.07% of portfolio
-
Systelligence, LLC25.4KShares$726,7920.2% of portfolio
-
Maripau Wealth Management LLC Fort Wayne, IN16.9KShares$483,8900.32% of portfolio