Sowell Financial Services LLC Two Rds Shared Tr Affinity Wor Transaction History
Sowell Financial Services LLC
- $2.05 Billion
- Q2 2024
A detailed history of Sowell Financial Services LLC transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Sowell Financial Services LLC holds 721,949 shares of WLDR stock, worth $24.1 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
721,949
Previous 763,973
5.5%
Holding current value
$24.1 Million
Previous $23.9 Million
6.93%
% of portfolio
1.08%
Previous 1.14%
Shares
17 transactions
Others Institutions Holding WLDR
# of Institutions
16Shares Held
1.46MCall Options Held
0Put Options Held
0-
Silverhawk Asset Management, LLC549KShares$18.3 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL65.6KShares$2.19 Million0.09% of portfolio
-
Flow Traders U.S. LLC New York, NY38.5KShares$1.29 Million0.06% of portfolio
-
Atria Investments LLC Charlotte, NC24.6KShares$820,6710.01% of portfolio
-
Maripau Wealth Management LLC Fort Wayne, IN17.1KShares$572,4420.38% of portfolio