Two Rds Shared Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Two Rds Shared Tr (ADFI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Two Rds Shared Tr
Tip: Access up to 7 years of quarterly data
All positions including Two Rds Shared Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Two Rds Shared Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7k | 433 | 8.60 |
| 2025-06-30 | $15k | 1.8k | 8.53 |
| 2025-03-31 | $21k | 2.4k | 8.51 |
| 2024-12-31 | $6.8k | 812 | 8.39 |
| 2023-09-30 | $83k | 10k | 8.23 |