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 15 filers reported holding TWO RDS SHARED TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Anfield Capital Management, LLC 2,032,021$19,680,0008.38%
Foundations Investment Advisors, LLC 1,244,985$12,322,0000.81%
Capital Wealth Alliance, LLC 93,927$953,0000.70%
Vivaldi Capital Management LP 21,808$211,0000.04%
Dynamic Advisor Solutions LLC 24,879$241,0000.02%
Beacon Pointe Advisors, LLC 26,470$257,0000.02%
Geneos Wealth Management Inc. 5,168$51,0000.00%
Cambridge Investment Research Advisors, Inc. 40,662$394,0000.00%
Simplicity Solutions, LLC 12,776$124,0000.00%
AE Wealth Management LLC 12,776$124,0000.00%
View complete list of TWO RDS SHARED TR shareholders