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

TWO RDS SHARED TR's ticker is AESR and the CUSIP is 90214Q733. 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 0.6%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of TWO RDS SHARED TR
ValueSharesWeighting
Q3 2022$8,0000.0%7590.0%0.00%0.0%
Q2 2022$8,000
-33.3%
759
-16.9%
0.00%
-25.0%
Q1 2022$12,000
-7.7%
9130.0%0.00%
-20.0%
Q4 2021$13,000
+18.2%
913
+10.4%
0.01%
-16.7%
Q3 2021$11,0008270.01%
Other shareholders
TWO RDS SHARED TR shareholders Q3 2021
NameSharesValueWeighting ↓
Anfield Capital Management, LLC 737,111$10,555,0003.29%
Capital Wealth Alliance, LLC 291,969$4,117,0002.50%
Foundations Investment Advisors, LLC 1,220,579$16,746,0000.73%
Geneos Wealth Management Inc. 300,582$4,129,0000.16%
Selective Wealth Management, Inc. 827$11,0000.01%
ROYAL BANK OF CANADA 18,310$249,0000.00%
UBS Group AG 954$13,0000.00%
OSAIC HOLDINGS, INC. 640$9,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
MORGAN STANLEY 30,036$409,0000.00%
View complete list of TWO RDS SHARED TR shareholders