Assetmark, Inc Two Rds Shared Tr Affinity Wor Transaction History

Assetmark, Inc

  • $45.6 Billion
  • Q3 2025

A detailed history of Assetmark, Inc transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Assetmark, Inc holds 272 shares of WLDR stock, worth $9,906. This represents 0.0% of its overall portfolio holdings.

Number of Shares
272
Previous 275 1.09%
Holding current value
$9,906
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$33.11 - $37.19 $99 - $111
-3 Reduced 1.09%
272 $10,000
Q2 2025

Aug 04, 2025
SELL
$25.38 - $33.28 $193,395 - $253,593
-7,620 Reduced 96.52%
275 $9,000
Q1 2025

May 06, 2025
BUY
$28.67 - $31.89 $88,848 - $98,827
3,099 Added 64.62%
7,895 $228,000
Q4 2024

Feb 06, 2025
BUY
$29.36 - $35.45 $7,310 - $8,827
249 Added 5.48%
4,796 $141,000
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
17
Shares Held
1.75M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR AFFINITY WOR

WLDR Quotes by TradingView
  • Ticker WLDR
  • Sector ETFs
  • Industry ETFs
More about WLDR
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