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Two Rds Shared Tr shares owned by Yardley Wealth Management

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

Historical chart of Yardley 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 Yardley 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 Yardley Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $268k 6.4k 41.74

More positions owned by Yardley Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Freedom 100 Em (FRDM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Global Real Est (DFGR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Yardley 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