Purchases and Sales Made in Q1 2025 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q1 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR LEADERSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.9K+ 36.06% |
$914K - $997K
|
90.3K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.1K+ 2.76% |
$118K - $129K
|
115K
$4.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.74KNew |
$105K - $114K
|
2.74K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.74K+ 16.56% |
$105K - $114K
|
19.3K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.45K+ 42.31% |
$93.5K - $102K
|
8.24K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
840New |
$32K - $35K
|
840
$33.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
446New |
$17K - $18.6K
|
446
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
315+ 0.36% |
$12K - $13.1K
|
86.7K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236+ 262.22% |
$9K - $9.82K
|
326
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
137New |
$5.23K - $5.7K
|
137
$5.43K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2+ 0.04% |
$76.3 - $83.2
|
5.37K
$213K
|
|
|
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
|
- |
-6- 1.38% |
$229 - $250
|
430
$17K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 1.12% |
$9.27K - $10.1K
|
21.5K
$851K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-280- 3.55% |
$10.7K - $11.7K
|
7.6K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-297- 4.63% |
$11.3K - $12.4K
|
6.12K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-552- 96.17% |
$21.1K - $23K
|
22
$871
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-762- 1.99% |
$29.1K - $31.7K
|
37.5K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-906- 5.35% |
$34.6K - $37.7K
|
16K
$635K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.13K- 9.53% |
$43K - $46.9K
|
10.7K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 6.61% |
$53.3K - $58.2K
|
19.8K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.07K- 9.84% |
$79.1K - $86.3K
|
19K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.46K- 1.78% |
$93.8K - $102K
|
135K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.49K- 3.73% |
$95K - $104K
|
64.2K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58K- 3.8% |
$98.6K - $108K
|
65.4K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.31K- 25.8% |
$164K - $179K
|
12.4K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.83K- 15.4% |
$184K - $201K
|
26.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.23K- 17.87% |
$237K - $259K
|
28.6K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.2K- 6.93% |
$1.65M - $1.8M
|
580K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-49.9K- 4.66% |
$1.9M - $2.08M
|
1.02M
$40.5M
|