Who owns TWO RDS SHARED TR?
- Ticker: ADFI
- CUSIP Number: 90214q725
Tip: Access positions for across all investors
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 | 2.6M | $22M | 12% | Dec 2023 |
|
| Anfield Capital Management | 193k | $1.7M | -5% | Dec 2023 |
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| Concorde Asset Management | 57k | $489k | -1% | Dec 2023 |
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| Mosley Wealth Management | 50k | $430k | 100% | Mar 2024 |
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| Provence Wealth Management Group | 26k | $227k | -12% | Dec 2023 |
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| Citadel Advisors | 14k | $119k | 13% | Dec 2023 |
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| Coppell Advisory Solutions | 9.7k | $83k | 100% | Dec 2023 |
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| Royal Bank of Canada | 5.2k | $45k | 100% | Dec 2023 |
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| UBS Group | 2.9k | $25k | 106% | Dec 2023 |
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| Geneos Wealth Management | 1.8k | $15k | -60% | Dec 2023 |
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Who sold out of Two Rds Shared Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 59k | $482k |
| AE Wealth Management | Sep 2023 | 10k | $83k |