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 $144,023. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,796
Previous 4,547
5.48%
Holding current value
$144,023
Previous $150,000
6.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WLDR
# of Institutions
16Shares Held
1.46MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR766KShares$23 Million1.22% of portfolio
-
Silverhawk Asset Management, LLC549KShares$16.5 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL64.1KShares$1.93 Million0.07% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI17.1KShares$514,7440.06% of portfolio
-
Maripau Wealth Management LLC Fort Wayne, IN16.9KShares$508,6180.32% of portfolio