Yardley Wealth Management LLC Two Rds Shared Tr Transaction History

Yardley Wealth Management LLC

$183 Million
Q2 2025

Shares

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

28

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.63M
Shares

$70 Million
6.99% of portfolio
Lpl Financial LLC Fort Mill, SC

766K
Shares

$32.9 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$6.54 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

141K
Shares

$6.05 Million
0.01% of portfolio
Private Advisor Group, LLC

86.9K
Shares

$3.73 Million
0.02% of portfolio

About TWO RDS SHARED TR

Ticker LSAF
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