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Affinity World Leaders Equity shares owned by GeoWealth Management

Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Affinity World Leaders Equity

Tip: Access up to 7 years of quarterly data

All positions including Affinity World Leaders Equity held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affinity World Leaders Equity by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $929k 37k 25.40
2023-06-30 $1.2M 45k 26.07
2023-03-31 $1.1M 45k 24.64
2022-12-31 $1.1M 45k 23.59
2022-09-30 $879k 43k 20.60

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
Atria Investments
Signal Advisors Wealth
Flow Traders US
CWM
Citadel Advisors
Maripau Wealth Management
Susquehanna International
Advisor Group Holdings
Nbc Securities
Provence Wealth Management Group
UBS Group
Morgan Stanley
GeoWealth Management

View all funds holding Affinity World Leaders Equity