TWO RDS SHARED TR's ticker is and the CUSIP is 90214Q642. 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 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,102 | -13.1% | 68,259 | -10.8% | 0.28% | -5.1% |
| Q2 2023 | $680,228 | +2.7% | 76,523 | -2.7% | 0.30% | -2.9% |
| Q1 2023 | $662,023 | -2.6% | 78,625 | -1.6% | 0.31% | -7.8% |
| Q4 2022 | $679,405 | +48.3% | 79,930 | +49.7% | 0.33% | +52.3% |
| Q3 2022 | $458,000 | -0.4% | 53,405 | +2.7% | 0.22% | +4.8% |
| Q2 2022 | $460,000 | – | 51,985 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 9,366,378 | $83,259,609 | 2.76% |
| Anfield Capital Management, LLC | 76,523 | $680,228 | 0.30% |
| MARIPAU WEALTH MANAGEMENT LLC | 30,892 | $274,605 | 0.24% |
| PROVENCE WEALTH MANAGEMENT GROUP | 32,095 | $285,299 | 0.17% |
| IFP Advisors, Inc | 283,580 | $2,664,840 | 0.06% |
| Impact Partnership Wealth, LLC | 9,439 | $83,906 | 0.03% |
| TOWNSQUARE CAPITAL LLC | 51,440 | $457,258 | 0.01% |
| OLD MISSION CAPITAL LLC | 20,369 | $181,064 | 0.00% |
| AE Wealth Management LLC | 20,031 | $178,061 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |