Assetmark, Inc Two Rds Shared Tr Affinity Wor Transaction History

Assetmark, Inc

  • $41.6 Billion
  • Q2 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 275 shares of WLDR stock, worth $10,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares
275
Previous 7,895 96.52%
Holding current value
$10,326
Previous $228,000 96.05%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1.64M
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
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email