Envestnet Portfolio Solutions, Inc. Two Rds Shared Tr Leadershares Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 62,102 shares of SQEW stock, worth $1.89 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

62,102

Previous 67,629 8.17%

Holding current value

$1.89 Million

Previous $2.28 Million 14.68%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$30.9 - $34.79 $170,784 - $192,284	-5,527 Reduced 8.17%	62,102 $1.94 Million
Q4 2024 Feb 10, 2025	SELL	$33.57 - $38.43 $113,332 - $129,739	-3,376 Reduced 4.75%	67,629 $2.28 Million
Q3 2024 Oct 31, 2024	SELL	$30.82 - $34.49 $121,091 - $135,511	-3,929 Reduced 5.24%	71,005 $2.43 Million
Q2 2024 Jul 16, 2024	BUY	$30.73 - $32.99 $2,827 - $3,035	92 Added 0.12%	74,934 $2.47 Million
Q1 2024 May 06, 2024	BUY	$30.09 - $32.82 $46,338 - $50,542	1,540 Added 2.1%	74,842 $2.46 Million
Q4 2023 Feb 07, 2024	SELL	$27.34 - $31.37 $79,149 - $90,816	-2,895 Reduced 3.8%	73,302 $2.29 Million
Q3 2023 Nov 13, 2023	BUY	$28.41 - $31.5 $2.16 Million - $2.4 Million	76,197 New	76,197 $2.19 Million

Others Institutions Holding SQEW

# of Institutions

Shares Held

2.63M

Call Options Held

Put Options Held

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About TWO RDS SHARED TR LEADERSHARES

Ticker SQEW
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Two Rds Shared Tr Leadershares Transaction History