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Two Rds Shared Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Two Rds Shared Tr (ADFI) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $184k 21k 8.77
2024-06-30 $177k 21k 8.49

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Two Rds Shared Tr

Foundations Investment Advisors
Anfield Capital Management
Mosley Wealth Management
Atria Investments
Geneos Wealth Management
Jpmorgan Chase & Co

View all funds holding Two Rds Shared Tr