Avantax Advisory Services, Inc. Two Rds Shared Tr Leadershares Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$30.16 - $33.5 $301,177 - $334,531	-9,986 Reduced 10.82%	82,299 $2.51 Million
Q2 2023 Aug 11, 2023	SELL	$28.35 - $31.64 $235,588 - $262,928	-8,310 Reduced 8.26%	92,285 $2.92 Million
Q1 2023 Apr 28, 2023	SELL	$28.17 - $33.8 $497,228 - $596,603	-17,651 Reduced 14.93%	100,595 $3 Million
Q4 2022 Feb 13, 2023	SELL	$28.23 - $31.27 $376,644 - $417,204	-13,342 Reduced 10.14%	118,246 $3.47 Million
Q3 2022 Nov 01, 2022	BUY	N/A	10,396 Added 8.58%	131,588 $3.5 Million
Q2 2022 Aug 02, 2022	SELL	N/A	-4,266 Reduced 3.4%	121,192 $3.69 Million
Q1 2022 Apr 27, 2022	BUY	N/A	5,118 Added 4.25%	125,458 $4.53 Million
Q4 2021 Jan 24, 2022	BUY	N/A	9,436 Added 8.51%	120,340 $4.39 Million
Q3 2021 Oct 21, 2021	BUY	N/A	31,821 Added 40.24%	110,904 $4.21 Million
Q2 2021 Jul 29, 2021	BUY	N/A	66,336 Added 520.4%	79,083 $3.09 Million
Q1 2021 May 13, 2021	BUY	N/A	12,747 New	12,747 $458,000

Others Institutions Holding ACTV

# of Institutions

28

Shares Held

2.37M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.33M
Shares

$43 Million
3.67% of portfolio
Lpl Financial LLC Fort Mill, SC

428K
Shares

$13.9 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

101K
Shares

$3.26 Million
0.11% of portfolio
Mariner, LLC Overland Park, KS

97.2K
Shares

$3.15 Million
0.01% of portfolio
Private Advisor Group, LLC

59.4K
Shares

$1.93 Million
0.01% of portfolio

About TWO RDS SHARED TR LEADERSHARES

Ticker ACTV
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