Latest Institutional Transactions on Two Rds Shared Tr Affinity Wor (WLDR)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr Affinity Wor (WLDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.23KNew |
$158K - $207K
|
6.23K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
55.9K+ 6.49% |
$1.42M - $1.86M
|
917K
$30.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 3.13% |
$1.6K - $2.1K
|
1.95K
$65.1K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36KNew |
$1.03M - $1.15M
|
36K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45KNew |
$1.29M - $1.44M
|
45K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
397+ 422.34% |
$11.4K - $12.7K
|
491
$16.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
190+ 26.43% |
$5.45K - $6.06K
|
909
$30.3K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 29.46% |
$542K - $602K
|
83K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.1K+ 64.62% |
$88.8K - $98.8K
|
7.9K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.29K- 12.46% |
$37.1K - $41.2K
|
9.08K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.81KNew |
$253K - $281K
|
8.81K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
25.4KNew |
$729K - $811K
|
25.4K
$849K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
722+ 13.17% |
$21.2K - $25.6K
|
6.2K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.34KNew |
$216K - $260K
|
7.34K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 45.41% |
$312K - $376K
|
12.8K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
465+ 2.82% |
$13.7K - $16.5K
|
16.9K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.76K- 15.11% |
$51.5K - $62.2K
|
9.86K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
180+ 1.06% |
$5.28K - $6.38K
|
17.1K
$572K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.23K- 50.0% |
$183K - $208K
|
6.23K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-71- 3.92% |
$2.09K - $2.37K
|
1.74K
$58.1K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.8 - $31.5
|
1
$33.4
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.57K- 43.23% |
$226K - $239K
|
9.94K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52New |
$1.55K - $1.64K
|
52
$1.74K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.98KNew |
$270K - $312K
|
9.98K
$333K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
300New |
$7.54K - $8.03K
|
300
$10K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
231New |
$5.57K - $6.02K
|
231
$7.71K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-40.2K- 6.82% |
$969K - $1.05M
|
549K
$18.3M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-4.61K- 19.69% |
$108K - $118K
|
18.8K
$627K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.06K - $2.44K
|
100
$3.34K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.92KClosed |
$50.8K - $54.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-316Closed |
$6.13K - $7.28K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-72Closed |
$1.4K - $1.66K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 09, 2018
Q3 2018
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$599K
|
|