Purchases and Sales Made in Q4 2024 in Two Rds Shared Tr (AFIF)
This table provides information about the institutional ownership of Two Rds Shared Tr (AFIF) during Q4 2024. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
104K+ 7.92% |
$951K - $962K
|
1.42M
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.5KNew |
$425K - $430K
|
46.5K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.35KNew |
$58K - $58.6K
|
6.35K
$58.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
767New |
$7K - $7.08K
|
767
$7.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
469New |
$4.28K - $4.33K
|
469
$4.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 34.65% |
$1.6K - $1.62K
|
680
$6.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 0.99% |
$493 - $498
|
5.49K
$50.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$9.13 - $9.23
|
1
$9.24
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.33% |
$9.13 - $9.23
|
44
$407
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.27K- 17.66% |
$48.1K - $48.7K
|
24.6K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.2K- 11.65% |
$129K - $131K
|
107K
$993K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15K- 14.77% |
$136K - $138K
|
86.3K
$797K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 14.81% |
$137K - $138K
|
86.2K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61.4K- 77.91% |
$560K - $567K
|
17.4K
$161K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-318K- 4.17% |
$2.91M - $2.94M
|
7.32M
$67.6M
|