Rfg Advisory, LLC Two Rds Shared Tr Transaction History

Rfg Advisory, LLC

$2.86 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	N/A	-8,460 Closed	0 $0
Q4 2019 Jan 22, 2020	SELL	N/A	-1,242 Reduced 12.8%	8,460 $228,000
Q3 2019 Nov 13, 2019	BUY	N/A	9,702 New	9,702 $242,000

Others Institutions Holding LSAF

# of Institutions

25

Shares Held

3.17M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.21M
Shares

$45.8 Million
4.53% of portfolio
Lpl Financial LLC Fort Mill, SC

879K
Shares

$33.1 Million
0.02% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$5.74 Million
0.18% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

134K
Shares

$5.06 Million
0.8% of portfolio
Mariner, LLC Overland Park, KS

129K
Shares

$4.85 Million
0.01% of portfolio

About TWO RDS SHARED TR

Ticker LSAF
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