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Two Rds Shared Tr shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Two Rds Shared Tr (DYLD) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 114k 22.93
2024-06-30 $2.7M 120k 22.44
2024-03-31 $2.8M 125k 22.55
2023-12-31 $3.0M 132k 22.67

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Two Rds Shared Tr

LPL Financial
Redwood Investment Management
Private Advisor
Envestnet Portfolio Solutions
Jane Street
Atria Wealth Solutions
Perennial Investment Advisors
Mariner Wealth Advisors
Great Valley Advisor Group
Susquehanna International
Gladstone Institutional Advisory
Good Life Advisors
Envestnet Asset Management
Coppell Advisory Solutions
Commonwealth Equity Services

View all funds holding Two Rds Shared Tr