Who owns TWO RDS SHARED TR?
- Ticker: CGV
- CUSIP Number: 90214q584
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Analyze quarterly positions in Two Rds Shared Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold TWO RDS SHARED TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services | 3.0M | $38M | 0% | Jun 2024 |
|
Cetera Investment Advisers | 735k | $9.4M | -2% | Jun 2024 |
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Colony | 591k | $8.0M | 5% | Sep 2024 |
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Envestnet Asset Management | 422k | $5.7M | 100% | Sep 2024 |
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Waddell & Associates | 353k | $4.8M | 1% | Sep 2024 |
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Blueprint Investment Partners | 252k | $3.4M | 100% | Sep 2024 |
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Brightwater Advisory | 151k | $2.1M | 62% | Sep 2024 |
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LPL Financial | 105k | $1.4M | 2% | Sep 2024 |
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Jane Street | 72k | $983k | 100% | Sep 2024 |
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Commonwealth Equity Services | 49k | $658k | 1% | Sep 2024 |
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Brian McDonald | 43k | $590k | 104% | Sep 2024 |
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Thurston, Springer, Miller, Herd & Titak | 6.6k | $89k | 0% | Sep 2024 |
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Who sold out of Two Rds Shared Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cornerstone Wealth Group | Jun 2024 | 302k | $3.9M |