Purchases and Sales Made in Q4 2024 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.08K+ 1.89% |
$83.5K - $90.8K
|
112K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
574New |
$23K - $25K
|
574
$23.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
99+ 0.84% |
$3.97K - $4.32K
|
11.8K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-726- 3.32% |
$29.1K - $31.7K
|
21.2K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 5.81% |
$165K - $179K
|
66.7K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.48K- 11.4% |
$180K - $195K
|
34.8K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.82K- 43.45% |
$193K - $210K
|
6.28K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6K- 4.17% |
$241K - $262K
|
138K
$5.67M
|