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Two Rds Shared Tr shares owned by Foundations Investment Advisors

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

Historical chart of Foundations 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 Foundations 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $43M 5.0M 8.77
2024-06-30 $40M 4.7M 8.49
2024-03-31 $25M 3.0M 8.53
2023-12-31 $22M 2.6M 8.62
2023-09-30 $19M 2.3M 8.23
2023-06-30 $17M 2.0M 8.46
2023-03-31 $13M 1.5M 8.54
2022-12-31 $11M 1.3M 8.32
2022-09-30 $9.5M 1.2M 8.18
2022-06-30 $8.2M 964k 8.50
2022-03-31 $7.9M 892k 8.83
2021-12-31 $7.5M 793k 9.47
2021-09-30 $7.5M 773k 9.67
2021-06-30 $7.4M 759k 9.76
2021-03-31 $7.4M 767k 9.67

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

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