LISTED FDS TR YIELDS FOR YOU I is a security (CUSIP 53656G357) tracked across SEC portfolio filings. 4 institutional managers reported $791K on Form 13F as of 2026-03-31.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Triad Wealth Partners, LLC | LAWRENCE, KS | $564K | 57,678 |
| BEACON INVESTMENT ADVISORS LLC | Gaithersburg, MD | $225K | 23,055 |
| UBS Group AG | Zurich, V8 | $2K | 209 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |