Institutional Ownership Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
180
shares
|
$7,984
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
29
shares
|
$1,286
0.0% of portfolio
|
Q1 2025
Reduced 97.38%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|