Heritage Wealth Advisors »

Two Rds Shared Tr shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Heritage Wealth Advisors 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8k 90 31.26

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Apple (AAPL)
iShares Russell Midcap Value Etf (IWS)
UnitedHealth (UNH)
Brookfield Corp Cl A Ltd Vt Sh (BN)
SPDR S&P 500 Index Etf (SPY)
Berkshire Hathaway Cl B CL B (BRK.B)
Raytheon Technologies Corp (RTX)
Merck & Co (MRK)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
MasterCard Incorporated (MA)
Automatic Data Processing (ADP)

View all positions for Heritage Wealth Advisors

Top funds holding Two Rds Shared Tr

Private Wealth Management Group
Stephens Consulting
North Star Investment Management
Harbour Investments
Asset Dedication
Heritage Wealth Advisors
Toth Financial Advisory Corporation

View all funds holding Two Rds Shared Tr