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Two Rds Shared Tr shares owned by North Capital

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

Historical chart of North Capital investment in Two Rds Shared Tr

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

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Quarterly reported holdings in Two Rds Shared Tr by North Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $33 1 33.00
2025-06-30 $11k 356 29.69
2025-03-31 $10k 356 28.42

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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