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Two Rds Shared Tr shares owned by GeoWealth Management

Quarter-by-quarter ownership of Two Rds Shared Tr (FDCE) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $467k 37k 12.71
2024-09-30 $3.6M 282k 12.60
2024-06-30 $4.6M 385k 11.88
2024-03-31 $0 0 0.00

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Two Rds Shared Tr

Anfield Capital Management
Foundations Investment Advisors
Jane Street
GeoWealth Management
UBS Group

View all funds holding Two Rds Shared Tr