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Two Rds Shared Tr shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Two Rds Shared Tr (CGV) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 289k 14.67
2025-06-30 $3.9M 282k 13.71
2025-03-31 $3.5M 281k 12.49
2024-12-31 $3.5M 283k 12.55

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Mariner Wealth Advisors

Top funds holding Two Rds Shared Tr

Wealth Enhancement Advisory Services
Colony
Envestnet Asset Management
Branch Banking & Trust Company
Cetera Investment Advisers
Waddell & Associates
Mariner Wealth Advisors
Brightwater Advisory
LPL Financial
Commonwealth Equity Services
Citadel Advisors
Susquehanna International

View all funds holding Two Rds Shared Tr