Geo Wealth Management, LLC Two Rds Shared Tr Affinity Wor Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Geo Wealth Management, LLC holds 81,896 shares of WLDR stock, worth $3.08 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
81,896
Previous 83,025 1.36%
Holding current value
$3.08 Million
Previous $2.4 Million 13.49%
% of portfolio
0.11%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$25.38 - $33.28 $28,654 - $37,573
-1,129 Reduced 1.36%
81,896 $2.73 Million
Q1 2025

May 09, 2025
BUY
$28.67 - $31.89 $541,633 - $602,465
18,892 Added 29.46%
83,025 $2.4 Million
Q4 2024

Feb 13, 2025
SELL
$29.36 - $35.45 $58,543 - $70,687
-1,994 Reduced 3.02%
64,133 $1.9 Million
Q3 2024

Nov 12, 2024
BUY
$29.45 - $33.4 $15,961 - $18,102
542 Added 0.83%
66,127 $2.19 Million
Q2 2024

Aug 12, 2024
SELL
$29.82 - $31.51 $4,323 - $4,568
-145 Reduced 0.22%
65,585 $2.02 Million
Q1 2024

May 15, 2024
BUY
$27.1 - $31.22 $46,964 - $54,104
1,733 Added 2.71%
65,730 $2.05 Million
Q1 2024

May 15, 2024
SELL
$27.1 - $31.22 $1.78 Million - $2.05 Million
-65,730 Closed
0 $0
Q4 2023

Feb 13, 2024
BUY
$23.92 - $27.5 $655,814 - $753,967
27,417 Added 74.95%
63,997 $1.75 Million
Q3 2023

Nov 13, 2023
SELL
$25.12 - $26.78 $207,641 - $221,363
-8,266 Reduced 18.43%
36,580 $928,000
Q2 2023

Aug 10, 2023
SELL
$24.11 - $26.08 $2,893 - $3,129
-120 Reduced 0.27%
44,846 $1.17 Million
Q1 2023

May 12, 2023
BUY
$23.42 - $25.63 $4,637 - $5,074
198 Added 0.44%
44,966 $1.11 Million
Q4 2022

Feb 13, 2023
BUY
$20.89 - $24.62 $43,889 - $51,726
2,101 Added 4.92%
44,768 $1.06 Million
Q3 2022

Nov 14, 2022
BUY
$20.56 - $24.44 $877,233 - $1.04 Million
42,667 New
42,667 $879,000

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
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