Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17KNew |
$500K - $566K
|
17K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.68KNew |
$226K - $257K
|
7.68K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.23KNew |
$183K - $208K
|
6.23K
$187K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.55KNew |
$134K - $152K
|
4.55K
$137K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 27.34% |
$73.4K - $83.3K
|
11.6K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
542+ 0.83% |
$16K - $18.1K
|
66.1K
$1.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-71- 3.92% |
$2.09K - $2.37K
|
1.74K
$52.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-667- 3.89% |
$19.6K - $22.3K
|
16.5K
$495K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 4.88% |
$35.3K - $40K
|
23.4K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.23K- 50.0% |
$183K - $208K
|
6.23K
$187K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27.7K- 3.84% |
$817K - $927K
|
694K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.9K- 72.35% |
$821K - $931K
|
10.7K
$320K
|