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 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

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 2022
NameSharesValueWeighting ↓
First International Bank & Trust 3,732,955$45,620,44316.42%
Anfield Capital Management, LLC 855,291$10,452,5174.98%
Capital Wealth Alliance, LLC 145,798$1,781,7971.34%
Foundations Investment Advisors, LLC 2,910,590$35,570,3251.10%
PROVENCE WEALTH MANAGEMENT GROUP 74,742$913,4220.56%
Geneos Wealth Management Inc. 406,018$4,961,5400.26%
Concorde Asset Management, LLC 16,677$203,8100.18%
Avior Wealth Management, LLC 95,592$1,167,1150.08%
DecisionPoint Financial, LLC 5,841$71,3830.04%
TOWNSQUARE CAPITAL LLC 37,954$463,8360.01%
View complete list of TWO RDS SHARED TR shareholders