Purchases and Sales Made in Q2 2025 in Two Rds Shared Tr Affinity Wor (WLDR)
This table provides information about the institutional ownership of Two Rds Shared Tr Affinity Wor (WLDR) during Q2 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR AFFINITY WOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
55.9K+ 6.49% |
$1.42M - $1.86M
|
917K
$31.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.23KNew |
$158K - $207K
|
6.23K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
162New |
$4.11K - $5.39K
|
162
$5.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 3.13% |
$1.6K - $2.1K
|
1.95K
$67.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-167- 9.59% |
$4.24K - $5.56K
|
1.58K
$54.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-297- 1.17% |
$7.54K - $9.88K
|
25.1K
$865K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-765- 8.42% |
$19.4K - $25.5K
|
8.32K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.62K- 96.52% |
$193K - $254K
|
275
$9.47K
|