GeoWealth Management, LLC - TWO RDS SHARED TR ownership

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TWO RDS SHARED TR's ticker is WLDR and the CUSIP is 90214Q105. A total of 10 filers reported holding TWO RDS SHARED TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

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Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of TWO RDS SHARED TR
ValueSharesWeighting
Q3 2023$929
-20.5%
36,580
-18.4%
0.10%
-16.7%
Q2 2023$1,169
+5.5%
44,846
-0.3%
0.13%
-3.1%
Q1 2023$1,108
+4.9%
44,966
+0.4%
0.13%
+16.1%
Q4 2022$1,056
-99.9%
44,768
+4.9%
0.11%
+16.7%
Q3 2022$879,000–42,667–0.10%–
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Other shareholders
TWO RDS SHARED TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sowell Financial Services LLC 788,382$20,017,0001.26%
GeoWealth Management, LLC 36,580$9290.10%
Atria Investments, Inc 86,360$2,192,6850.04%
OLD MISSION CAPITAL LLC 18,792$477,1290.01%
CWM, LLC 55,857$1,4180.01%
PROVENCE WEALTH MANAGEMENT GROUP 300$7,6170.01%
NBC SECURITIES, INC. 1,978$500.01%
HBC Financial Services, PLLC 231$50.00%
JANE STREET GROUP, LLC 99,601$2,528,8690.00%
UBS Group AG 1,243$31,5600.00%
View complete list of TWO RDS SHARED TR shareholders