Who owns Two Rds Shared Tr anfield us equ?
- Ticker: AESR
- CUSIP Number: 90214q733
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Analyze quarterly positions in Two Rds Shared Tr anfield us equ with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Two Rds Shared Tr anfield us equ stock
Who bought or sold Two Rds Shared Tr anfield us equ this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Anfield Capital Management | 958k | $16M | 0% | Mar 2026 |
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| Geneos Wealth Management | 508k | $10M | -1% | Jun 2026 |
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| Wealth Enhancement Trust Services | 390k | $8.1M | -8% | Jun 2026 |
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| Independent Advisor Alliance | 70k | $1.4M | -3% | Jun 2026 |
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| AdvisorNet Financial | 52k | $1.1M | -15% | Jun 2026 |
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| Highline Wealth Partners | 32k | $662k | 100% | Jun 2026 |
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| Mosley Wealth Management | 12k | $247k | -68% | Jun 2026 |
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| Creative Financial Designs | 908.00 | $19k | 0% | Jun 2026 |
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| Harbour Investments | 518.00 | $11k | 0% | Jun 2026 |
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| Morgan Stanley | 397.00 | $6.6k | 100% | Mar 2026 |
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Who sold out of Two Rds Shared Tr anfield us equ?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Foundations Investment Advisors | Mar 2026 | 5.4M | $90M |
| XY Planning Network | Mar 2026 | 234k | $4.0M |
| J.M. Arbour | Mar 2026 | 117k | $2.0M |
| SLT Holdings | Mar 2026 | 27k | $445k |
| Walser Wealth Management Company, A Ltd Liability | Mar 2026 | 16k | $263k |
| Royal Bank of Canada | Mar 2026 | 12k | $195k |
| LPL Financial | Mar 2026 | 12k | $193k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 12k | $193k |
| DecisionPoint Financial | Mar 2026 | 5.8k | $98k |
| Advisor Group Holdings | Mar 2026 | 2.8k | $47k |
| AE Wealth Management | Mar 2026 | 2.4k | $40k |
| GeoWealth Management | Mar 2026 | 695.00 | $12k |