Sowell Financial Services LLC Two Rds Shared Tr Affinity Wor Transaction History
Sowell Financial Services LLC
- $2.11 Billion
- Q1 2025
A detailed history of Sowell Financial Services LLC transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Sowell Financial Services LLC holds 860,955 shares of WLDR stock, worth $23.7 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
860,955
Previous 765,633
12.45%
Holding current value
$23.7 Million
Previous $22.7 Million
9.83%
% of portfolio
1.18%
Previous 1.22%
Shares
20 transactions
Others Institutions Holding WLDR
# of Institutions
15Shares Held
1.54MCall Options Held
0Put Options Held
0-
Silverhawk Asset Management, LLC549KShares$15.1 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL64.1KShares$1.77 Million0.07% of portfolio
-
Maripau Wealth Management LLC Fort Wayne, IN16.9KShares$466,6140.32% of portfolio
-
Atria Investments LLC Charlotte, NC12.8KShares$351,5100.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.4KShares$285,8860.0% of portfolio