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Two Rds Shared Tr shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of Two Rds Shared Tr (ACTV) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 70k 33.74
2024-06-30 $1.8M 56k 32.05
2024-03-31 $2.5M 70k 35.13
2023-09-30 $2.3M 75k 30.51
2023-06-30 $2.4M 77k 31.59
2023-03-31 $2.3M 78k 29.87

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View all positions for Perennial Investment Advisors

Top funds holding Two Rds Shared Tr

Redwood Investment Management
LPL Financial
Stenger Family Office
Mariner Wealth Advisors
Private Advisor
Envestnet Portfolio Solutions
Atria Wealth Solutions
Cambridge Investment Research Advisors
IHT Wealth Management
Gladstone Institutional Advisory
Great Valley Advisor Group
Good Life Advisors
Commonwealth Equity Services
Envestnet Asset Management
Coppell Advisory Solutions

View all funds holding Two Rds Shared Tr