Great Valley Advisor Group, Inc. Two Rds Shared Tr Leadershares Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 22,090 shares of SQEW stock, worth $750,176. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,090
Previous 25,572
13.62%
Holding current value
$750,176
Previous $842,000
10.21%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SQEW
# of Institutions
30Shares Held
2.97MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.48MShares$50.2 Million4.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC620KShares$21 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA132KShares$4.49 Million0.15% of portfolio
-
Mariner, LLC Overland Park, KS109KShares$3.7 Million0.01% of portfolio
-
Perennial Investment Advisors, LLC Los Angeles, CA97.3KShares$3.3 Million0.44% of portfolio