Latest Institutional Transactions on Two Rds Shared Tr (AFIF)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr (AFIF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.05% |
$9.07 - $9.31
|
2.02K
$19K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-978- 98.29% |
$8.87K - $9.11K
|
17
$159
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.9K+ 22.6% |
$535K - $549K
|
320K
$3M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$9.07 - $9.31
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
$95.9K - $98.4K
|
10.6K
$99.1K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.54K- 0.21% |
$23.1K - $23.7K
|
1.18M
$11.1M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.7K- 59.63% |
$251K - $257K
|
18.7K
$175K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.68K- 17.45% |
$78.7K - $80.8K
|
41K
$385K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$12.7K - $13.1K
|
1.4K
$13.2K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
503K+ 196.76% |
$4.56M - $4.68M
|
759K
$7.11M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 43.32% |
$154K - $158K
|
56.1K
$526K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.42% |
$36.3 - $37.2
|
956
$8.96K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-260K- 19.08% |
$2.36M - $2.42M
|
1.1M
$10.3M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-93.8K- 88.71% |
$851K - $874K
|
11.9K
$112K
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-430- 3.43% |
$3.9K - $4K
|
12.1K
$113K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.5K+ 19.97% |
$458K - $470K
|
303K
$2.84M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
260KNew |
$2.36M - $2.42M
|
260K
$2.44M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17- 0.08% |
$154 - $158
|
20.7K
$194K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
146K+ 31.42% |
$1.32M - $1.36M
|
610K
$5.71M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.5KNew |
$340K - $349K
|
37.5K
$351K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-681K- 88.23% |
$6.18M - $6.34M
|
90.9K
$851K
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-494K- 5.94% |
$4.48M - $4.6M
|
7.82M
$73.2M
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-64.2K- 59.74% |
$587K - $594K
|
43.3K
$405K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.7K- 54.09% |
$327K - $330K
|
30.3K
$284K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-23- 3.0% |
$210 - $213
|
744
$6.97K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.03K- 94.98% |
$55.2K - $55.8K
|
319
$2.99K
|
|
Q4 2024 | |||||||
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
96.6K+ 7.77% |
$882K - $892K
|
1.34M
$12.6M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
315New |
$2.88K - $2.91K
|
315
$2.95K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61.4K- 77.91% |
$560K - $567K
|
17.4K
$163K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
469New |
$4.28K - $4.33K
|
469
$4.39K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.33% |
$9.13 - $9.23
|
44
$412
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.41KNew |
$49.3K - $50.1K
|
5.41K
$50.7K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-610- 30.84% |
$5.56K - $5.64K
|
1.37K
$12.8K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.8KNew |
$151K - $153K
|
16.8K
$157K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
22KNew |
$199K - $202K
|
22K
$207K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.82K+ 9.76% |
$61.6K - $62.4K
|
76.7K
$719K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-36- 0.41% |
$325 - $329
|
8.76K
$82.1K
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
68.8K+ 385.34% |
$621K - $630K
|
86.7K
$812K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-419K- 96.39% |
$3.78M - $3.83M
|
15.7K
$147K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 49.21% |
$148K - $152K
|
17.4K
$163K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88K+ 56.69% |
$769K - $788K
|
243K
$2.28M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.65KNew |
$49.4K - $50.5K
|
5.65K
$52.9K
|
|
Q2 2023 | |||||||
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.5KNew |
$118K - $120K
|
13.5K
$127K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67K- 97.09% |
$14.5K - $14.8K
|
50
$468
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.7KNew |
$93.1K - $95.6K
|
10.7K
$100K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25.7KNew |
$221K - $227K
|
25.7K
$241K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.37KNew |
$28.9K - $29.8K
|
3.37K
$31.5K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.23K- 31.69% |
$53.5K - $55K
|
13.4K
$126K
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
31.8KNew |
$274K - $281K
|
31.8K
$298K
|