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Two Rds Shared Tr ldrshs alpfact shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Two Rds Shared Tr ldrshs alpfact (LSAF) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Two Rds Shared Tr ldrshs alpfact

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All positions including Two Rds Shared Tr ldrshs alpfact held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr ldrshs alpfact by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3k 29 44.72
2025-06-30 $1.2k 29 42.48
2025-03-31 $1.1k 29 39.48
2024-12-31 $45k 1.1k 40.52

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Top funds holding Two Rds Shared Tr ldrshs alpfact

Redwood Investment Management
LPL Financial
Mariner Wealth Advisors
Atria Wealth Solutions
Private Advisor
UBS Group
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Gladstone Institutional Advisory
Great Valley Advisor Group
Commonwealth Equity Services
Good Life Advisors
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Cambridge Investment Research Advisors
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