Who owns Affinity World Leaders Equity?
- Ticker: WLDR
- CUSIP Number: 90214q105
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Analyze quarterly positions in Affinity World Leaders Equity with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Affinity World Leaders Equity this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Sowell Financial Services | 764k | $24M | -1% | Mar 2024 |
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Atria Investments | 65k | $2.0M | -8% | Mar 2024 |
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Signal Advisors Wealth | 30k | $923k | 100% | Mar 2024 |
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Flow Traders US | 27k | $840k | 100% | Mar 2024 |
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CWM | 25k | $765k | -60% | Mar 2024 |
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Citadel Advisors | 18k | $547k | 43% | Mar 2024 |
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Maripau Wealth Management | 15k | $419k | 100% | Dec 2023 |
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Susquehanna International | 10k | $312k | 100% | Mar 2024 |
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Advisor Group Holdings | 6.2k | $194k | 20% | Mar 2024 |
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Nbc Securities | 2.3k | $72k | -1% | Mar 2024 |
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Provence Wealth Management Group | 300.00 | $8.2k | 0% | Dec 2023 |
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UBS Group | 89.00 | $2.8k | -88% | Mar 2024 |
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Morgan Stanley | 1.00 | $31.000000 | 100% | Mar 2024 |
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GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Affinity World Leaders Equity?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
FMR | Sep 2023 | 1.00 | $25.000000 |