Rfg Advisory, LLC Two Rds Shared Tr Transaction History

Rfg Advisory, LLC

$3.51 Billion
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	$16.03 - $27.48 $135,613 - $232,480	-8,460 Closed	0 $0
Q4 2019 Jan 22, 2020	SELL	$23.98 - $26.97 $29,783 - $33,496	-1,242 Reduced 12.8%	8,460 $228,000
Q3 2019 Nov 13, 2019	BUY	$24.78 - $25.34 $240,415 - $245,848	9,702 New	9,702 $242,000

Others Institutions Holding LSAF

# of Institutions

28

Shares Held

3.26M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.63M
Shares

$69 Million
6.99% of portfolio
Lpl Financial LLC Fort Mill, SC

766K
Shares

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

152K
Shares

$6.45 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

141K
Shares

$5.97 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

92.4K
Shares

$3.91 Million
0.02% of portfolio

About TWO RDS SHARED TR

Ticker LSAF
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