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Two Rds Shared Tr shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 170k 8.60
2025-06-30 $1.6M 184k 8.53
2025-03-31 $1.6M 190k 8.51
2024-12-31 $420 50 8.40

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Two Rds Shared Tr

Foundations Investment Advisors
Anfield Capital Management
GeoWealth Management
Independent Advisor Alliance
AdvisorNet Financial
Susquehanna International
Tcfg Wealth Management
Atria Investments
Jane Street
SLT Holdings
Citadel Advisors
Fisher Investments
Morgan Stanley
AE Wealth Management
Harbour Investments

View all funds holding Two Rds Shared Tr