Institutional Ownership Two Rds Shared Tr Affinity Wor (WLDR)
This table provides information about the institutional ownership of Two Rds Shared Tr Affinity Wor (WLDR). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $45 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
765,633
shares
|
$23.6 Million
1.22% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
549,145
shares
|
$16.9 Million
11.77% of portfolio
|
Q2 2023
Reduced 6.82%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
64,133
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
17,141
shares
|
$527,771
0.06% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
16,937
shares
|
$521,490
0.32% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,759
shares
|
$392,849
0.01% of portfolio
|
Q4 2024
Reduced 45.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,377
shares
|
$319,507
0.0% of portfolio
|
Q4 2024
Added 35.05%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,856
shares
|
$303,466
0.0% of portfolio
|
Q4 2024
Reduced 15.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,340
shares
|
$225,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,796
shares
|
$147,668
0.0% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,742
shares
|
$53,636
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
719
shares
|
$22,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
300
shares
|
$9,237
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
94
shares
|
$2,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$61
0.01% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|