Morgan Stanley Two Rds Shared Tr Affinity Wor Transaction History

Morgan Stanley

$1.59 Trillion
Q3 2025

A detailed history of Morgan Stanley transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Morgan Stanley holds 278 shares of WLDR stock, worth $10,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares

278

Holding current value

$10,124

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$33.11 - $37.19 $9,204 - $10,338	278 New	278 $10,000
Q4 2024 Feb 14, 2025	SELL	$29.36 - $35.45 $29 - $35	-1 Closed	0 $0
Q2 2024 May 14, 2025	BUY	$29.82 - $31.51 $29 - $31	1 New	1 $0
Q1 2024 May 15, 2024	BUY	$27.1 - $31.22 $27 - $31	1 New	1 $0

Others Institutions Holding WLDR

# of Institutions

Shares Held

1.75M

Call Options Held

Put Options Held

Sowell Financial Services LLC North Little Rock, AR

961K
Shares

$35 Million
1.45% of portfolio
Silverhawk Asset Management, LLC

549K
Shares

$20 Million
11.77% of portfolio
Geo Wealth Management, LLC Chicago, IL

80.7K
Shares

$2.94 Million
0.12% of portfolio
Systelligence, LLC

73.1K
Shares

$2.66 Million
0.61% of portfolio
Tcfg Wealth Management, LLC Laguna Niguel, CA

33.9K
Shares

$1.23 Million
0.0% of portfolio

View Full List

About TWO RDS SHARED TR AFFINITY WOR

Ticker WLDR
Sector ETFs
Industry ETFs

More about WLDR

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