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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$37.41 - $41.75 $212,750 - $237,432	5,687 New	5,687 $237,000
Q3 2023 Nov 07, 2023	SELL	$33.04 - $35.65 $613,651 - $662,127	-18,573 Reduced 9.88%	169,341 $5.67 Million
Q2 2023 Aug 11, 2023	SELL	$30.73 - $33.38 $526,312 - $571,699	-17,127 Reduced 8.35%	187,914 $6.27 Million
Q1 2023 Apr 28, 2023	SELL	$30.21 - $34.23 $1.13 Million - $1.29 Million	-37,565 Reduced 15.48%	205,041 $6.52 Million
Q4 2022 Feb 13, 2023	SELL	$30.39 - $33.0 $711,703 - $772,827	-23,419 Reduced 8.8%	242,606 $7.49 Million
Q3 2022 Nov 01, 2022	SELL	$28.91 - $33.56 $591,411 - $686,536	-20,457 Reduced 7.14%	266,025 $8.57 Million
Q2 2022 Aug 02, 2022	SELL	$28.94 - $35.18 $215,631 - $262,126	-7,451 Reduced 2.53%	286,482 $8.47 Million
Q1 2022 Apr 27, 2022	SELL	$32.95 - $36.36 $22,966 - $25,342	-697 Reduced 0.24%	293,933 $10.2 Million
Q4 2021 Jan 24, 2022	BUY	$34.38 - $36.7 $480,563 - $512,992	13,978 Added 4.98%	294,630 $10.5 Million
Q3 2021 Oct 21, 2021	BUY	$34.0 - $36.5 $2.17 Million - $2.33 Million	63,771 Added 29.4%	280,652 $9.6 Million
Q2 2021 Jul 29, 2021	BUY	$32.84 - $35.5 $6.05 Million - $6.54 Million	184,159 Added 562.8%	216,881 $7.51 Million
Q1 2021 May 13, 2021	BUY	$29.02 - $32.84 $949,592 - $1.07 Million	32,722 New	32,722 $1.07 Million

Others Institutions Holding LSAT

# of Institutions

35

Shares Held

2.59M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.02M
Shares

$40.5 Million
4.44% of portfolio
Lpl Financial LLC Fort Mill, SC

580K
Shares

$23 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

170K
Shares

$6.74 Million
0.24% of portfolio
Spire Wealth Management

135K
Shares

$5.36 Million
0.18% of portfolio
Private Advisor Group, LLC

115K
Shares

$4.57 Million
0.03% of portfolio

About TWO RDS SHARED TR LEADERSHARES

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