Assetmark, Inc Two Rds Shared Tr Affinity Wor Transaction History
Assetmark, Inc
- $47.4 Billion
- Q4 2025
A detailed history of Assetmark, Inc transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Assetmark, Inc holds 209 shares of WLDR stock, worth $7,611. This represents 0.0% of its overall portfolio holdings.
Number of Shares
209
Previous 272
23.16%
Holding current value
$7,611
Previous $10,000
30.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding WLDR
# of Institutions
17Shares Held
1.85MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR1.06MShares$38.6 Million1.51% of portfolio
-
Silverhawk Asset Management, LLC549KShares$20 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL80.7KShares$2.94 Million0.12% of portfolio
-
Systelligence, LLC73.1KShares$2.66 Million0.61% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA33.9KShares$1.23 Million0.0% of portfolio