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Two Rds Shared Tr shares owned by Comprehensive Financial Planning

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

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

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr 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 by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $909 22 41.36
2025-06-30 $870 22 39.59
2025-03-31 $881 22 40.05
2024-12-31 $23k 574 40.20

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Top funds holding Two Rds Shared Tr

Redwood Investment Management
LPL Financial
Cetera Investment Advisers
Private Advisor
Spire Wealth Management
IHT Wealth Management
Old Mission Capital
Susquehanna International
Great Valley Advisor Group
Gladstone Institutional Advisory
Coppell Advisory Solutions
Cambridge Investment Research Advisors
Aurora Private Wealth
Yardley Wealth Management
Harbour Investments

View all funds holding Two Rds Shared Tr