Provence Wealth Management Group Two Rds Shared Tr Affinity Wor Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Provence Wealth Management Group holds 300 shares of WLDR stock, worth $9,015. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$9,015
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding WLDR
# of Institutions
18Shares Held
1.42MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR694KShares$20.9 Million1.1% of portfolio
-
Silverhawk Asset Management, LLC549KShares$16.5 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL66.1KShares$1.99 Million0.08% of portfolio
-
Atria Investments LLC Charlotte, NC23.4KShares$702,3580.01% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI17KShares$509,6780.08% of portfolio