Yardley Wealth Management LLC Two Rds Shared Tr Call Options Transaction History

Yardley Wealth Management LLC

$169 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$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

About TWO RDS SHARED TR

Ticker LSAF
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