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Two Rds Shared Tr ldrshs alpfact shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Two Rds Shared Tr ldrshs alpfact

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr ldrshs alpfact held by Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $114k 2.6k 44.73

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Two Rds Shared Tr ldrshs alpfact

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

View all funds holding Two Rds Shared Tr ldrshs alpfact