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Two Rds Shared Tr anfield cap di shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Two Rds Shared Tr anfield cap di (DALT) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Two Rds Shared Tr anfield cap di

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr anfield cap di held by Atomi Financial Group 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 Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 153k 8.61
2023-09-30 $1.3M 154k 8.49
2023-06-30 $1.3M 154k 8.50

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Coinbase Global Com Cl A (COIN)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Atomi Financial Group

Top funds holding Two Rds Shared Tr anfield cap di

Foundations Investment Advisors
Anfield Capital Management
Atomi Financial Group
Mosley Wealth Management
Provence Wealth Management Group
Concorde Asset Management
Townsquare Capital
AE Wealth Management
Coppell Advisory Solutions
Nelson, Van Denburg & Campbell Wealth Management
Cambridge Investment Research Advisors
Citadel Advisors
Royal Bank of Canada
Richard W. Paul & Associates
Geneos Wealth Management

View all funds holding Two Rds Shared Tr anfield cap di