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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
2024-03-31 $5.7M 148k 38.80
2023-12-31 $5.2M 150k 34.32

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Ishares Tr Core S&p500 Etf (IVV)
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Amazon (AMZN)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire Wealth Management

Top funds holding Two Rds Shared Tr

Redwood Investment Management
Spire Wealth Management
Mariner Wealth Advisors
Private Advisor
Envestnet Portfolio Solutions
Atria Wealth Solutions
Gladstone Institutional Advisory
Cambridge Investment Research Advisors
Commonwealth Equity Services
Good Life Advisors
Coppell Advisory Solutions
Citadel Advisors
Intl Fcstone
Advisor Group Holdings
Aurora Private Wealth

View all funds holding Two Rds Shared Tr