Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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AWA
LDRI
Acorn Wealth Advisors’s
Invesco LadderRite 0-5 Year Corporate Bond ETF
LDRI
Stock Holding History
Acorn Wealth Advisors’s Portfolio
LDRI Stock Details
LDRI Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
2019
Q4
$223K
Buy
2019
Q3
$222K
Buy
2019
Q2
$222K
Buy
2019
Q1
$218K
Buy
2018
Q4
$215K
Buy
2018
Q3
$214K
Buy
2018
Q2
$214K
Buy
2018
Q1
$214K
Buy
2017
Q4
$217K
Buy
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Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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