Two RDS Shared TRETF
13F holders, Q1 2024 (March 31)3holders
$11.99avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Two RDS Shared TR in their 13F filings. The largest holders were GeoWealth Management, LLC ($9.5M), Foundations Investment Advisors, LLC ($6.5M) and Susquehanna International Group, LLP ($335K).
- Company
- Two RDS Shared TR
- CUSIP
- 90214Q543
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $9.9M |
| Exits | 2 | $579K |
Ownership 3 holders
| GeoWealth Management, LLC | 0.37% | New | 796,441 | $9.5M |
| Foundations Investment Advisors, LLC | 0.17% | Add +38.8% | 543,524 | $6.5M |
| Susquehanna International Group, LLP | 0.00% | New | 27,901 | $335K |
"% of holder's portfolio" is TWO RDS SHARED TR's weight in each manager's 13F, not the share of Two RDS Shared TR the manager owns.