GeoWealth Management, LLC
Position in WLDR — Affinity World Leaders Equity ETF
CIK 1593387
CHICAGO, IL
All Filings in WLDR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 WLDR | $2,725,171 | 81,896 | Shares | Other | 2025-08-13 | |
| 2025-03-31 WLDR | $2,400,750 | 83,025 | Shares | Other | 2025-05-09 | |
| 2024-12-31 WLDR | $1,897,567 | 64,133 | Shares | Other | 2025-02-13 | |
| 2024-09-30 WLDR | $2,187,150 | 66,127 | Shares | Other | 2024-11-12 | |
| 2024-06-30 WLDR | $2,016,738 | 65,585 | Shares | Other | 2024-08-12 | |
| 2024-03-31 WLDR | $2,052,090 | 65,730 | Shares | Other | 2024-05-15 | |
| 2023-12-31 WLDR | $1,752,237 | 63,997 | Shares | Other | 2024-02-13 | |
| 2023-09-30 WLDR | $928,766 | 36,580 | Shares | Other | 2023-11-13 | |
| 2023-06-30 WLDR | $1,169,583 | 44,846 | Shares | Other | 2023-08-10 | |
| 2023-03-31 WLDR | $1,108,232 | 44,966 | Shares | Other | 2023-05-12 | |
| 2022-12-31 WLDR | $1,055,674 | 44,768 | Shares | Other | 2023-02-13 | |
| 2022-09-30 WLDR | $877,105 | 42,667 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||