Ifp Advisors, Inc Two Rds Shared Tr Leadershares Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$33.57 - $38.43 $9,030 - $10,337	-269 Closed	0 $0
Q1 2023 Apr 18, 2023	BUY	$27.6 - $30.31 $7,424 - $8,153	269 New	269 $7,000
Q1 2022 Aug 08, 2022	BUY	$30.16 - $35.27 $422 - $493	14 New	14 $0

Others Institutions Holding SQEW

# of Institutions

27

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

879K
Shares

$31.5 Million
3.06% of portfolio
Lpl Financial LLC Fort Mill, SC

430K
Shares

$15.4 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.74 Million
0.15% of portfolio
Mariner, LLC Overland Park, KS

55K
Shares

$1.97 Million
0.0% of portfolio
Ubs Group Ag

48.5K
Shares

$1.74 Million
0.0% of portfolio

About TWO RDS SHARED TR LEADERSHARES

Ticker SQEW
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