Yardley Wealth Management LLC Two Rds Shared Tr Transaction History

Yardley Wealth Management LLC

$169 Million
Q3 2024

A detailed history of Yardley Wealth Management LLC transactions in Two Rds Shared Tr stock. As of the latest transaction made, Yardley Wealth Management LLC holds 5,219 shares of LSAF stock, worth $212,413. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,219

Holding current value

$212,413

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$36.68 - $41.38 $191,432 - $215,962	5,219 New	5,219 $216,000

Others Institutions Holding LSAF

# of Institutions

Shares Held

3.73M

Call Options Held

Put Options Held

Redwood Investment Management, LLC Scottsdale, AZ

1.87M
Shares

$75.9 Million
6.84% of portfolio
Lpl Financial LLC Fort Mill, SC

783K
Shares

$31.9 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$6.2 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

148K
Shares

$6.02 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

140K
Shares

$5.69 Million
0.76% of portfolio

View Full List

About TWO RDS SHARED TR

Ticker LSAF
Sector ETFs
Industry ETFs

More about LSAF

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Yardley Wealth Management LLC Two Rds Shared Tr Transaction History