Institutional Ownership Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
840
shares
|
$33,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
446
shares
|
$17,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
430
shares
|
$17,028
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
353
shares
|
$13,978
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
326
shares
|
$12,909
0.0% of portfolio
|
Q1 2025
Added 262.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
220
shares
|
$8,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
212
shares
|
$8,395
0.0% of portfolio
|
Q2 2024
Added 19.77%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
137
shares
|
$5,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
22
shares
|
$871
0.0% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|