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Two Rds Shared Tr shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Two Rds Shared Tr (LSAT) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 72k 41.75
2024-06-30 $3.0M 78k 38.29
2024-03-31 $3.1M 80k 38.80
2023-12-31 $2.9M 84k 34.47

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Two Rds Shared Tr

Redwood Investment Management
LPL Financial
Spire Wealth Management
Perennial Investment Advisors
Private Advisor
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Atria Wealth Solutions
Cetera Investment Advisers
Gladstone Institutional Advisory
Cambridge Investment Research Advisors
Envestnet Asset Management
Good Life Advisors
Commonwealth Equity Services
Great Valley Advisor Group

View all funds holding Two Rds Shared Tr