YWM
LSAF icon

Yardley Wealth Management’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Yardley Wealth Management’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,219
Closed -$216K – 42
2024
Q3 		$216K Buy
+5,219
New +$204K 0.13% 41

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Yardley Wealth Management's LSAF Position: Q4 2024 in Review

Yardley Wealth Management sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2024, closing a stake of 5,219 shares — an estimated $216K sold.

Yardley Wealth Management first reported a position in LSAF in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 29 funds tracked by Wall St. Rank hold LSAF as of Q4 2024.

  • Yardley Wealth Management reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Yardley Wealth Management sold 5,219 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2024, an estimated $216K.
  • Yardley Wealth Management first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2024 and held it in 1 quarter.
  • Yardley Wealth Management's LeaderShares AlphaFactor US Core Equity ETF position peaked at $216K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2024.

Based on Yardley Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.