Two Rds Shared Tr anfield cap di shares owned by AE Wealth Management
Quarter-by-quarter ownership of Two Rds Shared Tr anfield cap di (DALT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Two Rds Shared Tr anfield cap di
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All positions including Two Rds Shared Tr anfield cap di held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Two Rds Shared Tr anfield cap di by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $248k | 29k | 8.63 |
| 2023-09-30 | $349k | 41k | 8.49 |
| 2020-12-31 | $124k | 13k | 9.71 |
| 2020-09-30 | $6.1M | 717k | 8.51 |
| 2020-06-30 | $5.7M | 717k | 7.94 |
| 2020-03-31 | $4.7M | 656k | 7.24 |
| 2019-12-31 | $3.6M | 353k | 10.24 |
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