Cetera Investment Advisers Two Rds Shared Tr Leadershares Transaction History

Cetera Investment Advisers

$44.2 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 24, 2024	BUY	$30.09 - $32.82 $90 - $98	3 Added 0.01%	34,047 $1.12 Million
Q1 2024 May 14, 2024	SELL	$30.09 - $32.82 $112,386 - $122,582	-3,735 Reduced 9.89%	34,044 $1.12 Million
Q4 2023 Feb 13, 2024	SELL	$27.34 - $31.37 $4,647 - $5,332	-170 Reduced 0.45%	37,779 $1.18 Million
Q3 2023 Nov 14, 2023	BUY	$28.41 - $31.5 $173,130 - $191,961	6,094 Added 19.13%	37,949 $1.09 Million
Q2 2023 Aug 09, 2023	BUY	$28.16 - $30.33 $30,976 - $33,363	1,100 Added 3.58%	31,855 $954,000
Q1 2023 May 15, 2023	BUY	$27.6 - $30.31 $12,668 - $13,912	459 Added 1.52%	30,755 $891,000
Q4 2022 Feb 14, 2023	BUY	$26.46 - $29.87 $801,632 - $904,941	30,296 New	30,296 $839,000

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
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