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 csv
Download as Excel
Quarterly reported holdings in Two Rds Shared Tr by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9k | 90 | 32.57 |
| 2025-06-30 | $2.7k | 90 | 29.69 |
| 2025-03-31 | $2.5k | 90 | 27.83 |
| 2024-12-31 | $2.7k | 90 | 30.23 |
| 2024-09-30 | $2.8k | 90 | 31.26 |