Geo Wealth Management, LLC Two Rds Shared Tr Affinity Wor Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 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 80,704 shares of WLDR stock, worth $2.94 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
80,704
Previous 81,896
1.46%
Holding current value
$2.94 Million
Previous $2.73 Million
9.76%
% of portfolio
0.12%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding WLDR
# of Institutions
17Shares Held
1.75MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR961KShares$35 Million1.45% of portfolio
-
Silverhawk Asset Management, LLC549KShares$20 Million11.77% of portfolio
-
Systelligence, LLC73.1KShares$2.66 Million0.61% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA33.9KShares$1.23 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il20.7KShares$752,6920.0% of portfolio