LSAT — TWO RDS SHARED TR

Ownership history in Wealthspire Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Wealthspire Advisors, LLC reported a position in TWO RDS SHARED TR (LSAT). 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 INITIATED 2,845 — — 0.00% $118K $40.61
% of Fund (quarterly)    LSAT price (monthly, adj. close)

Other funds also holding LSAT

As of 2025 Q4 — sorted by position size

Redwood Investment Management, LLC 3Y 7Y 3.63% Aurora Private Wealth, Inc. 3Y 0.17% Coppell Advisory Solutions LLC 3Y 0.06% Spire Wealth Management 3Y 0.04% Gladstone Institutional Advisory LLC 3Y 7Y 0.02% IHT Wealth Management, LLC 3Y 7Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% Cetera Investment Advisers 3Y 7Y 0.01%
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