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Two Rds Shared Tr shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Two Rds Shared Tr (LSAT) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Two Rds Shared Tr by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $805k 19k 41.74
2024-06-30 $1.2M 31k 38.29

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
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American Centy Etf Tr Us Quality Grow (QGRO)
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Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Wisdomtree Tr Us Largecap Divd (DLN)
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Amazon (AMZN)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

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