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Two Rds Shared Tr shares owned by Spire Wealth Management

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

Historical chart of Spire Wealth Management investment in Two Rds Shared Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Two Rds Shared Tr by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 144k 41.75
2024-06-30 $5.6M 146k 38.29
2024-03-31 $5.7M 148k 38.80
2023-12-31 $5.2M 150k 34.32

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)

View all positions for Spire Wealth Management

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