Wealthcare Advisory Partners LLC Two Rds Shared Tr Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	SELL	$40.52 - $44.24 $166,820 - $182,136	-4,117 Reduced 43.24%	5,405 $219,000
Q2 2024 Aug 09, 2024	BUY	$36.43 - $38.95 $346,886 - $370,881	9,522 New	9,522 $359,000

Others Institutions Holding LSAF

# of Institutions

30

Shares Held

3.43M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.66M
Shares

$62.3 Million
6.56% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$28.9 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$5.72 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

144K
Shares

$5.38 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

94.9K
Shares

$3.56 Million
0.01% of portfolio

About TWO RDS SHARED TR

Ticker LSAF
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