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 $221,859. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,219Holding current value
$221,859% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding LSAF
# of Institutions
30Shares Held
3.73MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.87MShares$79.3 Million6.84% of portfolio
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Lpl Financial LLC Fort Mill, SC783KShares$33.3 Million0.01% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA152KShares$6.48 Million0.18% of portfolio
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Mariner, LLC Overland Park, KS148KShares$6.29 Million0.01% of portfolio
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Perennial Investment Advisors, LLC Los Angeles, CA140KShares$5.94 Million0.76% of portfolio