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Two Rds Shared Tr shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of Two Rds Shared Tr (LSAT) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 121k 38.29
2024-03-31 $6.0M 155k 38.80
2023-09-30 $5.9M 175k 33.48
2023-06-30 $6.0M 179k 33.38
2023-03-31 $5.7M 180k 31.80

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View all positions for Perennial Investment Advisors

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