Stephens Consulting »

Two Rds Shared Tr shares owned by Stephens Consulting

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

Historical chart of Stephens Consulting investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Stephens Consulting 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 Stephens Consulting

Quarter filed Position value Share count Share price at filing
2025-06-30 $31k 1.0k 29.69
2025-03-31 $29k 1.0k 27.83
2024-12-31 $32k 1.0k 30.23
2024-09-30 $30k 970 31.26
2024-06-30 $26k 900 28.38

More positions owned by Stephens Consulting

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Raymond James Financial (RJF)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Stephens Consulting

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