Two Rds Shared Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Two Rds Shared Tr (RPHS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Two Rds Shared Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151k | 14k | 11.08 |
| 2025-06-30 | $162k | 16k | 10.43 |
| 2025-03-31 | $149k | 15k | 9.75 |
| 2024-12-31 | $157k | 16k | 10.12 |
| 2024-09-30 | $128k | 12k | 10.36 |
| 2024-06-30 | $203k | 20k | 9.98 |
| 2024-03-31 | $0 | 40k | 0.00 |
| 2023-12-31 | $412k | 45k | 9.09 |
| 2023-09-30 | $488k | 56k | 8.66 |
| 2023-06-30 | $178k | 20k | 8.89 |
| 2023-03-31 | $114k | 14k | 8.42 |
| 2022-12-31 | $144k | 17k | 8.41 |