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

Evolution Wealth Advisors, LLC

$516 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	N/A	-10,000 Reduced 47.46%	11,070 $362,000
Q4 2021 Jan 28, 2022	BUY	N/A	21,070 New	21,070 $0

Others Institutions Holding SQEW

# of Institutions

23

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.53M
Shares

$51.4 Million
4.8% of portfolio
Lpl Financial LLC Fort Mill, SC

770K
Shares

$25.8 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.44 Million
0.15% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

121K
Shares

$4.04 Million
0.6% of portfolio
Mariner, LLC Overland Park, KS

116K
Shares

$3.9 Million
0.01% of portfolio

About TWO RDS SHARED TR LEADERSHARES

Ticker SQEW
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