Rfg Advisory, LLC Two Rds Shared Tr Transaction History

Rfg Advisory, LLC

$3.18 Billion
Q3 2024

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

30

Shares Held

3.73M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.87M
Shares

$77 Million
6.84% of portfolio
Lpl Financial LLC Fort Mill, SC

783K
Shares

$32.3 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$6.29 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

148K
Shares

$6.11 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

140K
Shares

$5.77 Million
0.76% of portfolio

About TWO RDS SHARED TR

Ticker LSAF
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