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 34 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $98.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
446
shares
|
$17,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
353
shares
|
$14,155
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
326
shares
|
$13,072
0.0% of portfolio
|
Q1 2025
Added 262.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
220
shares
|
$8,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
212
shares
|
$8,501
0.0% of portfolio
|
Q2 2024
Added 19.77%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
22
shares
|
$882
0.0% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$40
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|