LSAF — TWO RDS SHARED TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in TWO RDS SHARED TR (LSAF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 20,131 -1,241 -5.8% 0.00% $900K $44.43
2025 Q2 REDUCED 21,372 -568 -2.6% 0.00% $908K $42.19
2025 Q1 ADDED 21,940 +3 +0.0% 0.00% $867K $39.23
2024 Q4 ADDED 21,937 +55 +0.3% 0.00% $889K $40.25
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% of Fund (quarterly)    LSAF price (monthly, adj. close)

Other funds also holding LSAF

As of 2025 Q4 — sorted by position size

Redwood Investment Management, LLC 3Y 7Y 6.08% Aurora Private Wealth, Inc. 3Y 0.26% Coppell Advisory Solutions LLC 3Y 0.06% Maia Wealth LLC 0.05% IHT Wealth Management, LLC 3Y 7Y 0.04% Gladstone Institutional Advisory LLC 3Y 7Y 0.03% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.02% VestGen Advisors, LLC 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.01%
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