Purchases and Sales Made in Q2 2025 in Two Rds Shared Tranfield Us Eq (AESR)
This table provides information about the institutional ownership of Two Rds Shared Tranfield Us Eq (AESR) during Q2 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TRANFIELD US EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
237KNew |
$3.49M - $4.49M
|
237K
$4.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.56K+ 26.62% |
$23K - $29.5K
|
7.41K
$143K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
518New |
$7.64K - $9.82K
|
518
$10K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
312+ 0.46% |
$4.6K - $5.91K
|
68K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-725- 3.8% |
$10.7K - $13.7K
|
18.4K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.31K- 40.99% |
$108K - $139K
|
10.5K
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-9.06K- 6.3% |
$134K - $172K
|
135K
$2.6M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-254K- 25.36% |
$3.74M - $4.81M
|
746K
$14.4M
|