Selective Wealth Management, Inc. - TWO RDS SHARED TR ownership

TWO RDS SHARED TR's ticker is DALT and the CUSIP is 90213U115. A total of 11 filers reported holding TWO RDS SHARED TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of TWO RDS SHARED TR
ValueSharesWeighting
Q3 2022$27,000
-12.9%
3,326
-5.1%
0.01%
+9.1%
Q2 2022$31,000
-27.9%
3,506
-17.5%
0.01%
-31.2%
Q1 2022$43,000
-2.3%
4,2490.0%0.02%
-11.1%
Q4 2021$44,000
+57.1%
4,249
+55.6%
0.02%
+20.0%
Q3 2021$28,0002,7300.02%
Other shareholders
TWO RDS SHARED TR shareholders Q3 2021
NameSharesValueWeighting ↓
First International Bank & Trust 3,223,694$32,678,00011.12%
Anfield Capital Management, LLC 1,547,445$15,686,0005.74%
Capital Wealth Alliance, LLC 114,148$1,157,0000.69%
Foundations Investment Advisors, LLC 1,556,213$15,749,0000.61%
PROVENCE WEALTH MANAGEMENT GROUP 11,003$112,0000.13%
Vivaldi Capital Management LP 21,808$204,0000.05%
Selective Wealth Management, Inc. 4,249$43,0000.02%
Geneos Wealth Management Inc. 6,590$66,0000.00%
Cambridge Investment Research Advisors, Inc. 37,516$380,0000.00%
WELLS FARGO & COMPANY/MN 1$00.00%
View complete list of TWO RDS SHARED TR shareholders