A detailed history of Iht Wealth Management, LLC transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Iht Wealth Management, LLC holds 44,509 shares of SQEW stock, worth $1.52 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
44,509
Previous 56,875 21.74%
Holding current value
$1.52 Million
Previous $1.87 Million 18.64%
% of portfolio
0.04%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$30.82 - $34.49 $381,120 - $426,503
-12,366 Reduced 21.74%
44,509 $1.52 Million
Q2 2024

Aug 14, 2024

SELL
$30.73 - $32.99 $47,938 - $51,464
-1,560 Reduced 2.67%
56,875 $1.87 Million
Q1 2024

May 15, 2024

BUY
$30.09 - $32.82 $118,945 - $129,737
3,953 Added 7.26%
58,435 $1.92 Million
Q4 2023

Feb 14, 2024

BUY
$27.34 - $31.37 $638,389 - $732,489
23,350 Added 75.0%
54,482 $1.7 Million
Q3 2023

Nov 14, 2023

BUY
$28.41 - $31.5 $42,700 - $47,344
1,503 Added 5.07%
31,132 $893,000
Q2 2023

Aug 14, 2023

BUY
$28.16 - $30.33 $47,139 - $50,772
1,674 Added 5.99%
29,629 $887,000
Q1 2023

May 15, 2023

BUY
$27.6 - $30.31 $66,598 - $73,138
2,413 Added 9.45%
27,955 $810,000
Q4 2022

Feb 14, 2023

SELL
$26.46 - $29.87 $21,538 - $24,314
-814 Reduced 3.09%
25,542 $707,000
Q3 2022

Nov 22, 2022

BUY
$26.7 - $31.94 $53,934 - $64,518
2,020 Added 8.3%
26,356 $704,000
Q2 2022

Aug 15, 2022

BUY
$27.09 - $33.11 $333,613 - $407,749
12,315 Added 102.45%
24,336 $679,000
Q1 2022

May 16, 2022

BUY
$30.16 - $35.27 $362,553 - $423,980
12,021 New
12,021 $393,000

Others Institutions Holding SQEW

About TWO RDS SHARED TR LEADERSHARES


  • Ticker SQEW
  • Sector ETFs
  • Industry ETFs
More about SQEW
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