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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$28.41 - $31.5 $157,533 - $174,667	-5,545 Reduced 3.88%	137,207 $3.94 Million
Q2 2023 Aug 11, 2023	SELL	$28.16 - $30.33 $359,068 - $386,737	-12,751 Reduced 8.2%	142,752 $4.28 Million
Q1 2023 Apr 28, 2023	SELL	$27.6 - $30.31 $768,080 - $843,496	-27,829 Reduced 15.18%	155,503 $4.51 Million
Q4 2022 Feb 13, 2023	SELL	$26.46 - $29.87 $565,741 - $638,650	-21,381 Reduced 10.44%	183,332 $5.08 Million
Q3 2022 Nov 01, 2022	BUY	$26.7 - $31.94 $226,122 - $270,499	8,469 Added 4.32%	204,713 $5.47 Million
Q2 2022 Aug 02, 2022	SELL	$27.09 - $33.11 $156,065 - $190,746	-5,761 Reduced 2.85%	196,244 $5.47 Million
Q1 2022 Apr 27, 2022	BUY	$30.16 - $35.27 $267,006 - $312,245	8,853 Added 4.58%	202,005 $6.59 Million
Q4 2021 Jan 24, 2022	BUY	$34.15 - $39.05 $408,843 - $467,506	11,972 Added 6.61%	193,152 $6.78 Million
Q3 2021 Oct 21, 2021	BUY	$34.82 - $37.39 $1.8 Million - $1.93 Million	51,587 Added 39.81%	181,180 $6.55 Million
Q2 2021 Jul 29, 2021	BUY	$35.0 - $37.52 $3.86 Million - $4.14 Million	110,356 Added 573.67%	129,593 $4.8 Million
Q1 2021 May 13, 2021	BUY	$31.78 - $36.44 $611,351 - $700,996	19,237 New	19,237 $679,000

Others Institutions Holding SQEW

# of Institutions

29

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.48M
Shares

$51.4 Million
4.49% of portfolio
Lpl Financial LLC Fort Mill, SC

620K
Shares

$21.5 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.6 Million
0.15% of portfolio
Mariner, LLC Overland Park, KS

109K
Shares

$3.79 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

97.3K
Shares

$3.38 Million
0.44% of portfolio

About TWO RDS SHARED TR LEADERSHARES

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