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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

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Quarterly 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