Envestnet Asset Management Inc Two Rds Shared Tr Leadershares Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Envestnet Asset Management Inc holds 19,261 shares of SQEW stock, worth $645,628. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,261
Previous 19,560
1.53%
Holding current value
$645,628
Previous $610,000
3.61%
% of portfolio
0.0%
Previous 0.0%
Shares
16 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