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Two Rds Shared Tr shares owned by Mosley Wealth Management

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

Historical chart of Mosley 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 Mosley Wealth 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 Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $611k 71k 8.60
2024-06-30 $608k 72k 8.49
2024-03-31 $430k 50k 8.53

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Ishares Tr Core Total Usd (IUSB)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
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Ishares Tr S&p 500 Val Etf (IVE)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)

View all positions for Mosley Wealth Management

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