Private Trust CO Na Two Rds Shared Tr Transaction History

Private Trust CO Na

$964 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$26.4 - $31.41 $6,943 - $8,260	263 New	263 $0

Others Institutions Holding LSAF

# of Institutions

30

Shares Held

3.73M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.87M
Shares

$77.1 Million
6.84% of portfolio
Lpl Financial LLC Fort Mill, SC

783K
Shares

$32.4 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$6.3 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

148K
Shares

$6.12 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

140K
Shares

$5.78 Million
0.76% of portfolio

About TWO RDS SHARED TR

Ticker LSAF
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