Who owns TWO RDS SHARED TR?
- Ticker: LSAT
- CUSIP Number: 90214q691
Tip: Access positions for across all investors
Analyze quarterly positions in Two Rds Shared Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Two Rds Shared Tr stock
Who bought or sold TWO RDS SHARED TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Redwood Investment Management | 835k | $35M | -16% | Sep 2025 |
|
| LPL Financial | 510k | $21M | -8% | Sep 2025 |
|
| Cetera Investment Advisers | 116k | $4.8M | 9% | Sep 2025 |
|
| Spire Wealth Management | 81k | $3.3M | -9% | Sep 2025 |
|
| Mariner Wealth Advisors | 78k | $3.2M | -2% | Sep 2025 |
|
| Private Advisor | 51k | $2.1M | -30% | Sep 2025 |
|
| UBS Group | 38k | $1.6M | 4% | Sep 2025 |
|
| Atria Wealth Solutions | 34k | $1.3M | -47% | Jun 2025 |
|
| Cambridge Investment Research Advisors | 27k | $1.1M | 2% | Sep 2025 |
|
| Gladstone Institutional Advisory | 24k | $1.0M | -11% | Sep 2025 |
|
| IHT Wealth Management | 19k | $775k | -13% | Sep 2025 |
|
| Good Life Advisors | 19k | $741k | -5% | Jun 2025 |
|
| Commonwealth Equity Services | 18k | $759k | -9% | Sep 2025 |
|
| Great Valley Advisor Group | 17k | $692k | -12% | Sep 2025 |
|
| Coppell Advisory Solutions | 15k | $617k | 0% | Sep 2025 |
|
| Aurora Private Wealth | 10k | $412k | -3% | Jun 2025 |
|
| Envestnet Asset Management | 5.3k | $218k | -50% | Sep 2025 |
|
| Yardley Wealth Management | 5.2k | $216k | 0% | Sep 2025 |
|
| Harbour Investments | 4.7k | $195k | -38% | Sep 2025 |
|
| Sontag Advisory | 2.8k | $118k | 100% | Sep 2025 |
|
| Barnes Dennig Private Wealth Management | 2.7k | $113k | 0% | Sep 2025 |
|
| Jpmorgan Chase & Co | 404.00 | $17k | -9% | Sep 2025 |
|
| IFP Advisors | 353.00 | $15k | 0% | Sep 2025 |
|
| Advisor Group Holdings | 326.00 | $14k | 0% | Sep 2025 |
|
| AE Wealth Management | 167.00 | $6.9k | 16600% | Sep 2025 |
|
| Comprehensive Financial Planning | 22.00 | $909.999200 | 0% | Sep 2025 |
|
Who sold out of Two Rds Shared Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Portfolio Solutions | Jun 2025 | 35k | $1.4M |
| Citadel Advisors | Jun 2025 | 14k | $568k |
| Maia Wealth | Jun 2025 | 5.1k | $203k |
| Ameriflex Group | Jun 2025 | 220.00 | $8.7k |