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Two Rds Shared Tr anfield us equ shares owned by AE Wealth Management

Quarter-by-quarter ownership of Two Rds Shared Tr anfield us equ (AESR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Two Rds Shared Tr anfield us equ

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr anfield us equ held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr anfield us equ by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 17k 15.57
2023-12-31 $286k 20k 14.27
2023-09-30 $402k 33k 12.22

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding Two Rds Shared Tr anfield us equ

Foundations Investment Advisors
First International Bank & Trust
Anfield Capital Management
Geneos Wealth Management
Provence Wealth Management Group
Nelson, Van Denburg & Campbell Wealth Management
Mosley Wealth Management
Townsquare Capital
Jane Street
AE Wealth Management
Coppell Advisory Solutions
Fiat Wealth Management
DecisionPoint Financial
Advisor Group Holdings
UBS Group

View all funds holding Two Rds Shared Tr anfield us equ