Who owns TWO RDS SHARED TR?
- Ticker: ADFI
- CUSIP Number: 90214q725
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Analyze quarterly positions in Two Rds Shared Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Two Rds Shared Tr stock
Who bought or sold TWO RDS SHARED TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Foundations Investment Advisors | 3.0M | $25M | 16% | Mar 2024 |
|
| Mosley Wealth Management | 50k | $430k | 100% | Mar 2024 |
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| Jane Street | 31k | $261k | 100% | Mar 2024 |
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| Provence Wealth Management Group | 26k | $227k | -12% | Dec 2023 |
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| UBS Group | 11k | $94k | 281% | Mar 2024 |
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| Citadel Advisors | 10k | $85k | -28% | Mar 2024 |
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| Coppell Advisory Solutions | 9.7k | $83k | 100% | Dec 2023 |
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| Advisor Group Holdings | 4.4k | $38k | 100% | Mar 2024 |
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| Geneos Wealth Management | 2.6k | $23k | 49% | Mar 2024 |
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Who sold out of Two Rds Shared Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Anfield Capital Management | Dec 2023 | 193k | $1.7M |
| Concorde Asset Management | Dec 2023 | 57k | $489k |
| Royal Bank of Canada | Dec 2023 | 5.2k | $45k |