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Two Rds Shared Tr shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $38M 3.0M 12.76
2024-03-31 $40M 3.0M 13.28
2023-12-31 $40M 3.0M 13.35
2023-09-30 $40M 3.1M 12.83

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Two Rds Shared Tr

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

View all funds holding Two Rds Shared Tr