Sowell Financial Services LLC WLDR Holdings History
Sowell Financial Services LLC's Affinity World Leaders Equity ETF Holding Summary
As of 2025-06-30, Sowell Financial Services LLC held 916,820.00 shares of Affinity World Leaders Equity ETF(WLDR), totaling $30.51 Mil. This investment constitutes 1.24% of their stock portfolio, and Sowell Financial Services LLC now holds 73.35% of the outstanding Affinity World Leaders Equity ETF(WLDR) stock.
The initial trade took place in 2021Q2. And since then Sowell Financial Services LLC has made 10 purchases of WLDR, at an average price of $26.44, for a total of 1.25 Mil shares. In addition, there have been 7 sales at an average price of $26.53 for 338,115.00 shares. Based on historical transaction data and WLDR's current price of $33.84, Sowell Financial Services LLC's estimated gain on his WLDR holdings is $6.81 Mil, reflecting a 20.53% gain to date.
Sowell Financial Services LLC WLDR ($33.84) Holding Chart
Sowell Financial Services LLC WLDR ($33.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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