Two Rds Shared Tr shares owned by Provence Wealth Management Group
Quarter-by-quarter ownership of Two Rds Shared Tr (ADFI) shares owned by Provence Wealth Management Group
from 13F filings
Historical chart of Provence Wealth Management Group investment in Two Rds Shared Tr
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Quarterly reported holdings in Two Rds Shared Tr by Provence Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $227k | 26k | 8.61 |
| 2023-09-30 | $246k | 30k | 8.23 |
| 2023-06-30 | $253k | 30k | 8.46 |
| 2023-03-31 | $289k | 34k | 8.54 |
| 2022-12-31 | $364k | 44k | 8.31 |
| 2021-12-31 | $419k | 44k | 9.57 |
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