Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
71.4K+ 10.29% |
$2.1M - $2.53M
|
766K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.34KNew |
$216K - $260K
|
7.34K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.69K+ 35.05% |
$79.1K - $95.5K
|
10.4K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
719New |
$21.1K - $25.5K
|
719
$22.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
465+ 2.82% |
$13.7K - $16.5K
|
16.9K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
249+ 5.48% |
$7.31K - $8.83K
|
4.8K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
180+ 1.06% |
$5.28K - $6.38K
|
17.1K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
94New |
$2.76K - $3.33K
|
94
$2.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$29.4 - $35.5
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.76K- 15.11% |
$51.5K - $62.2K
|
9.86K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 3.02% |
$58.5K - $70.7K
|
64.1K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.6K- 99.92% |
$76.3K - $92.2K
|
2
$61.6
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 45.41% |
$312K - $376K
|
12.8K
$393K
|