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Two Rds Shared Tr shares owned by Brightwater Advisory

Quarter-by-quarter ownership of Two Rds Shared Tr (CGV) shares owned by Brightwater Advisory from 13F filings

Historical chart of Brightwater Advisory investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 151k 13.57
2024-06-30 $1.2M 93k 12.76

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

Top funds holding Two Rds Shared Tr

Wealth Enhancement Advisory Services
Cetera Investment Advisers
Colony
Envestnet Asset Management
Waddell & Associates
Blueprint Investment Partners
Brightwater Advisory
LPL Financial
Jane Street
Commonwealth Equity Services
Brian McDonald
Thurston, Springer, Miller, Herd & Titak

View all funds holding Two Rds Shared Tr