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Two Rds Shared Tr shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $118k 2.8k 41.37

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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