Coppell Advisory Solutions LLC Two Rds Shared Tr Leadershares Transaction History
Coppell Advisory Solutions LLC
- $502 Billion
- Q4 2023
A detailed history of Coppell Advisory Solutions LLC transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 20,413 shares of SQEW stock, worth $684,243. This represents 0.13% of its overall portfolio holdings.
Number of Shares
20,413
Previous 20,441
0.14%
Holding current value
$684,243
Previous $566 Million
12.49%
% of portfolio
0.13%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SQEW
# of Institutions
23Shares Held
3.22MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.53MShares$51.4 Million4.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC770KShares$25.8 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA132KShares$4.44 Million0.15% of portfolio
-
Perennial Investment Advisors, LLC Los Angeles, CA121KShares$4.04 Million0.6% of portfolio
-
Mariner, LLC Overland Park, KS116KShares$3.9 Million0.01% of portfolio