Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 74.95% |
$656K - $754K
|
64K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.6KNew |
$612K - $704K
|
25.6K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
15.3KNew |
$366K - $421K
|
15.3K
$460K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.65K+ 8.32% |
$111K - $128K
|
60.5K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
366+ 18.5% |
$8.75K - $10.1K
|
2.34K
$70.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-523- 42.08% |
$12.5K - $14.4K
|
720
$21.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-731- 12.36% |
$17.5K - $20.1K
|
5.18K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 18.32% |
$378K - $435K
|
70.5K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.1K- 2.29% |
$432K - $497K
|
770K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.6K- 66.77% |
$588K - $676K
|
12.2K
$367K
|