CWM »

Two Rds Shared Tr shares owned by CWM

Quarter-by-quarter ownership of Two Rds Shared Tr (WCEO) shares owned by CWM from 13F filings

Historical chart of CWM investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Two Rds Shared Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0k 132 30.30

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Two Rds Shared Tr

Private Wealth Management Group
N.E.W. Advisory Services
North Star Investment Management
Harbour Investments
CWM
Asset Dedication
Heritage Wealth Advisors
Toth Financial Advisory Corporation
North Capital

View all funds holding Two Rds Shared Tr