Evolution Wealth Advisors, LLC Two Rds Shared Tr Leadershares Transaction History

Evolution Wealth Advisors, LLC

$545 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$30.16 - $35.27 $301,600 - $352,700	-10,000 Reduced 47.46%	11,070 $362,000
Q4 2021 Jan 28, 2022	BUY	$34.15 - $39.05 $719,540 - $822,783	21,070 New	21,070 $0

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

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