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Two Rds Shared Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Two Rds Shared Tr (LSAT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9k 167 41.37
2025-06-30 $30 1 30.00
2025-03-31 $13k 430 31.00
2024-12-31 $18k 436 40.17
2023-12-31 $336k 9.6k 35.00

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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
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Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Two Rds Shared Tr

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