Assetmark, Inc Two Rds Shared Tr Affinity Wor Transaction History

Assetmark, Inc

$34.9 Billion
Q3 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 4,547 shares of WLDR stock, worth $134,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,547

Holding current value

$134,454

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$29.45 - $33.4 $133,909 - $151,869	4,547 New	4,547 $150,000

Others Institutions Holding WLDR

# of Institutions

Shares Held

1.42M

Call Options Held

Put Options Held

Sowell Financial Services LLC North Little Rock, AR

694K
Shares

$20.5 Million
1.1% of portfolio
Silverhawk Asset Management, LLC

549K
Shares

$16.2 Million
11.77% of portfolio
Geo Wealth Management, LLC Chicago, IL

66.1K
Shares

$1.96 Million
0.08% of portfolio
Atria Investments LLC Charlotte, NC

23.4K
Shares

$691,139
0.01% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

17K
Shares

$501,536
0.08% of portfolio

View Full List

About TWO RDS SHARED TR AFFINITY WOR

Ticker WLDR
Sector ETFs
Industry ETFs

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