Who owns TWO RDS SHARED TR?
- Ticker: ADFI
- CUSIP Number: 90214q725
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Analyze quarterly positions in Two Rds Shared Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Two Rds Shared Tr stock
Who bought or sold TWO RDS SHARED TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Foundations Investment Advisors | 5.1M | $43M | 3% | Dec 2024 |
|
| SLT Holdings | 208k | $1.7M | 100% | Dec 2024 |
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| Anfield Capital Management | 205k | $1.7M | 0% | Dec 2024 |
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| Mosley Wealth Management | 71k | $611k | -1% | Sep 2024 |
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| Independent Advisor Alliance | 54k | $454k | 100% | Dec 2024 |
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| Atomi Financial Group | 31k | $263k | 100% | Dec 2024 |
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| Atria Investments | 21k | $175k | -1% | Dec 2024 |
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| UBS Group | 6.1k | $51k | 15110% | Dec 2024 |
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| Geneos Wealth Management | 2.5k | $21k | -25% | Dec 2024 |
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| AE Wealth Management | 812.00 | $6.8k | 100% | Dec 2024 |
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| GeoWealth Management | 50.00 | $420.000000 | 100% | Dec 2024 |
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Who sold out of Two Rds Shared Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2024 | 419.00 | $3.7k |