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Two Rds Shared Tr shares owned by Waddell & Associates

Quarter-by-quarter ownership of Two Rds Shared Tr (CGV) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 953k 12.83
2023-06-30 $13M 995k 13.00
2023-03-31 $13M 997k 13.28
2022-12-31 $13M 1.0M 13.22
2022-09-30 $12M 975k 12.38

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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr International Sl (ISCF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Ishares Tr Global 100 Etf (IOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Msci Total (IXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
AutoZone (AZO)
Two Rds Shared Tr Condctr Gbl Eqty (CGV)

View all positions for Waddell & Associates

Top funds holding Two Rds Shared Tr

Wealth Enhancement Advisory Services
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