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

30

Shares Held

2.97M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.48M
Shares

$53.4 Million
4.49% of portfolio
Lpl Financial LLC Fort Mill, SC

620K
Shares

$22.4 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.78 Million
0.15% of portfolio
Mariner, LLC Overland Park, KS

109K
Shares

$3.93 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

97.3K
Shares

$3.51 Million
0.44% of portfolio

About TWO RDS SHARED TR LEADERSHARES

Ticker SQEW
Sector ETFs
Industry ETFs

More about SQEW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.