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

$50.5 Million
4.49% of portfolio
Lpl Financial LLC Fort Mill, SC

620K
Shares

$21.2 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.52 Million
0.15% of portfolio
Mariner, LLC Overland Park, KS

109K
Shares

$3.72 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

97.3K
Shares

$3.32 Million
0.44% of portfolio

About TWO RDS SHARED TR LEADERSHARES

Ticker SQEW
Sector ETFs
Industry ETFs

More about SQEW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.