Security Details
| Security Name: | AFFINITY WORLD LEADERS EQUIT |
|---|---|
| Ticker: | WLDR |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 90214Q105 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.03B | - | 14 | - |
| 2024-09-30 | $0.03B | +2.6% | 16 | +14.3% |
| 2024-12-31 | $0.03B | -7.9% | 13 | -18.8% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | $22.7M | 765K | 1.2% |
| MARIPAU WEALTH MANAGEMENT LLC | $0.5M | 16K | 0.3% |
| GEOWEALTH MANAGEMENT, LLC | $1.9M | 64K | 0.1% |
| FMR LLC | $0.0M | 0K | 0.0% |
| JPMORGAN CHASE & CO | $0.0M | 0K | 0.0% |
| ATRIA INVESTMENTS, INC | $0.4M | 12K | 0.0% |
| ASSETMARK, INC | $0.1M | 4K | 0.0% |
| CWM, LLC | $0.1M | 1K | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0.2M | 7K | 0.0% |
| PRIVATE ADVISOR GROUP, LLC | $0.3M | 9K | 0.0% |
| CETERA INVESTMENT ADVISERS | $0.3M | 10K | 0.0% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
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