Two Rds Shared Tr shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Two Rds Shared Tr (ADFI) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Two Rds Shared Tr
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All positions including Two Rds Shared Tr held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Two Rds Shared Tr by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 58k | 8.60 |
| 2025-06-30 | $501k | 59k | 8.53 |
| 2025-03-31 | $517k | 61k | 8.51 |
| 2024-12-31 | $454k | 54k | 8.39 |
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