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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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	$26.89 - $31.27 $358,766 - $417,204	-13,342 Reduced 10.14%	118,246 $3.47 Million
Q3 2022 Nov 01, 2022	BUY	$26.61 - $33.03 $276,637 - $343,379	10,396 Added 8.58%	131,588 $3.5 Million
Q2 2022 Aug 02, 2022	SELL	$28.71 - $36.32 $122,476 - $154,941	-4,266 Reduced 3.4%	121,192 $3.69 Million
Q1 2022 Apr 27, 2022	BUY	$33.24 - $37.34 $170,122 - $191,106	5,118 Added 4.25%	125,458 $4.53 Million
Q4 2021 Jan 24, 2022	BUY	$35.44 - $39.6 $334,411 - $373,665	9,436 Added 8.51%	120,340 $4.39 Million
Q3 2021 Oct 21, 2021	BUY	$36.82 - $39.14 $1.17 Million - $1.25 Million	31,821 Added 40.24%	110,904 $4.21 Million
Q2 2021 Jul 29, 2021	BUY	$35.74 - $39.68 $2.37 Million - $2.63 Million	66,336 Added 520.4%	79,083 $3.09 Million
Q1 2021 May 13, 2021	BUY	$31.03 - $36.99 $395,539 - $471,511	12,747 New	12,747 $458,000

Others Institutions Holding ACTV

# of Institutions

21

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

Stenger Family Office, LLC Naperville, IL

374K
Shares

$12.1 Million
4.38% of portfolio
Redwood Investment Management, LLC Scottsdale, AZ

247K
Shares

$7.98 Million
0.81% of portfolio
Lpl Financial LLC Fort Mill, SC

121K
Shares

$3.9 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

101K
Shares

$3.25 Million
0.11% of portfolio
Mariner, LLC Overland Park, KS

81.4K
Shares

$2.63 Million
0.0% of portfolio

About TWO RDS SHARED TR LEADERSHARES

Ticker ACTV
Sector ETFs
Industry ETFs

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