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Two Rds Shared Tr shares owned by Maia Wealth

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

Historical chart of Maia Wealth investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Maia Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $203k 5.1k 39.59
2025-03-31 $201k 5.4k 37.44
2024-12-31 $223k 5.4k 41.47
2024-09-30 $225k 5.5k 41.34

More positions owned by Maia Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
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Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
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Fs Kkr Capital Corp (FSK)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Amazon (AMZN)

View all positions for Maia Wealth

Top funds holding Two Rds Shared Tr

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

View all funds holding Two Rds Shared Tr