TWO RDS SHARED TR
FOUNDATIONS DYNM · CUSIP 90214Q550
3
institutional holders
242.1k
shares reported held*
$2.7mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.15.
Biggest buyers
| Foundations Investment Advisors, LLC | New | +190.5k |
| Anfield Capital Management, LLC | New | +51.6k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | 0 |
Biggest sellers
| None |
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Foundations Investment Advisors, LLC 0.06% of their portfolio | 190.5k $2.1m | New |
| Anfield Capital Management, LLC 0.31% of their portfolio | 51.6k $575.6k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | New |