Atria Wealth Solutions, Inc. Two Rds Shared Tr Leadershares Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 60,960 shares of SQEW stock, worth $1.93 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

60,960

Previous 66,283 8.03%

Holding current value

$1.93 Million

Previous $2.23 Million 14.57%

% of portfolio

0.02%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$30.9 - $34.79 $164,480 - $185,187	-5,323 Reduced 8.03%	60,960 $1.91 Million
Q4 2024 Jan 31, 2025	SELL	$33.57 - $38.43 $113,063 - $129,432	-3,368 Reduced 4.84%	66,283 $2.23 Million
Q3 2024 Nov 08, 2024	SELL	$30.82 - $34.49 $117,270 - $131,234	-3,805 Reduced 5.18%	69,651 $2.38 Million
Q2 2024 Jul 22, 2024	BUY	$30.73 - $32.99 $16,532 - $17,748	538 Added 0.74%	73,456 $2.42 Million
Q1 2024 May 13, 2024	BUY	$30.09 - $32.82 $33,971 - $37,053	1,129 Added 1.57%	72,918 $2.39 Million
Q4 2023 Feb 02, 2024	SELL	$27.34 - $31.37 $77,235 - $88,620	-2,825 Reduced 3.79%	71,789 $2.24 Million
Q3 2023 Nov 08, 2023	SELL	$28.41 - $31.5 $112,617 - $124,866	-3,964 Reduced 5.04%	74,614 $2.14 Million
Q2 2023 Aug 03, 2023	BUY	$28.16 - $30.33 $104,501 - $112,554	3,711 Added 4.96%	78,578 $2.35 Million
Q1 2023 Aug 22, 2023	SELL	$27.6 - $30.31 $17,553 - $19,277	-636 Reduced 0.81%	77,942 $2.26 Million
Q1 2023 Jun 14, 2023	SELL	$27.6 - $30.31 $84,870 - $93,203	-3,075 Reduced 3.95%	74,867 $2.17 Million
Q1 2023 May 10, 2023	BUY	$27.6 - $30.31 $84,870 - $93,203	3,075 Added 4.11%	77,942 $2.26 Million
Q4 2022 Aug 30, 2023	SELL	$26.46 - $29.87 $98,193 - $110,847	-3,711 Reduced 4.72%	74,867 $2.07 Million
Q4 2022 Feb 13, 2023	BUY	$26.46 - $29.87 $328,315 - $370,626	12,408 Added 19.87%	74,867 $2.07 Million
Q3 2022 Nov 14, 2022	BUY	$26.7 - $31.94 $406,454 - $486,222	15,223 Added 32.23%	62,459 $1.67 Million
Q2 2022 Aug 15, 2022	BUY	$27.09 - $33.11 $661,591 - $808,612	24,422 Added 107.05%	47,236 $1.32 Million
Q1 2022 May 16, 2022	BUY	$30.16 - $35.27 $688,070 - $804,649	22,814 New	22,814 $745,000

Others Institutions Holding SQEW

# of Institutions

Shares Held

2.12M

Call Options Held

Put Options Held

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About TWO RDS SHARED TR LEADERSHARES

Ticker SQEW
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Atria Wealth Solutions, Inc. Two Rds Shared Tr Leadershares Transaction History