Purchases and Sales Made in Q1 2025 in Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF) during Q1 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.22K+ 31.68% |
$199K - $227K
|
21.7K
$887K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.25K+ 11.42% |
$124K - $141K
|
31.7K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
704New |
$26.8K - $30.5K
|
704
$28.8K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
73+ 0.44% |
$2.78K - $3.17K
|
16.6K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45+ 33.33% |
$1.71K - $1.95K
|
180
$7.35K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3+ 0.01% |
$114 - $130
|
21.9K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8- 1.77% |
$304 - $347
|
443
$18.1K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-231- 2.89% |
$8.78K - $10K
|
7.77K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-505- 0.8% |
$19.2K - $21.9K
|
62.8K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-920- 8.41% |
$35K - $39.9K
|
10K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.08K- 97.38% |
$40.9K - $46.7K
|
29
$1.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.17K- 5.61% |
$44.4K - $50.6K
|
19.6K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.87K- 9.63% |
$71K - $81K
|
17.5K
$716K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.31K- 2.49% |
$87.8K - $100K
|
90.4K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.43K- 2.56% |
$92.3K - $105K
|
92.4K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.57K- 1.79% |
$97.6K - $111K
|
141K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.86K- 9.82% |
$147K - $167K
|
35.4K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.5K- 0.58% |
$171K - $195K
|
766K
$31.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.89K- 28.45% |
$224K - $256K
|
14.8K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.69K- 29.93% |
$254K - $290K
|
15.7K
$640K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.37K- 7.81% |
$280K - $320K
|
86.9K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-28.8K- 1.73% |
$1.1M - $1.25M
|
1.63M
$66.7M
|