Who owns Two Rds Shared Tr ldrshs alpfact?
- Ticker: LSAF
- CUSIP Number: 90214q774
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Analyze quarterly positions in Two Rds Shared Tr ldrshs alpfact with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Two Rds Shared Tr ldrshs alpfact this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Redwood Investment Management | 1.9M | $77M | 9% | Sep 2024 |
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LPL Financial | 783k | $32M | 1% | Sep 2024 |
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Mariner Wealth Advisors | 148k | $6.1M | 19% | Sep 2024 |
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Private Advisor | 111k | $4.6M | -1% | Sep 2024 |
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Envestnet Portfolio Solutions | 100k | $4.1M | 0% | Sep 2024 |
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Perennial Investment Advisors | 99k | $3.7M | -26% | Jun 2024 |
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Atria Wealth Solutions | 98k | $4.0M | 0% | Sep 2024 |
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Gladstone Institutional Advisory | 40k | $1.7M | -2% | Sep 2024 |
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Great Valley Advisor Group | 31k | $1.3M | 10% | Sep 2024 |
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Envestnet Asset Management | 27k | $1.1M | 23% | Sep 2024 |
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Good Life Advisors | 22k | $909k | -2% | Sep 2024 |
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Commonwealth Equity Services | 22k | $906k | 3% | Sep 2024 |
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Coppell Advisory Solutions | 22k | $905k | 3% | Sep 2024 |
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Cambridge Investment Research Advisors | 20k | $812k | -27% | Sep 2024 |
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Goldman Sachs Group | 15k | $578k | 0% | Jun 2024 |
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Aurora Private Wealth | 11k | $452k | -1% | Sep 2024 |
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Wealthcare Advisory Partners | 9.5k | $394k | 0% | Sep 2024 |
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Maia Wealth | 8.6k | $357k | 100% | Sep 2024 |
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Jane Street | 5.8k | $241k | 100% | Sep 2024 |
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Yardley Wealth Management | 5.2k | $216k | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 1.0k | $42k | 100% | Sep 2024 |
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Tucker Asset Management | 479.00 | $18k | 23% | Jun 2024 |
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IFP Advisors | 305.00 | $12k | 0% | Jun 2024 |
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Advisor Group Holdings | 135.00 | $5.6k | -98% | Sep 2024 |
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Who sold out of Two Rds Shared Tr ldrshs alpfact?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wells Fargo & Company | Jun 2024 | 54k | $2.0M |
Citadel Advisors | Jun 2024 | 22k | $844k |
Cetera Investment Advisers | Mar 2024 | 22k | $852k |
CoreCap Advisors | Jun 2024 | 1.3k | $49k |