Perennial Investment Advisors, LLC Two Rds Shared Tr Leadershares Transaction History

Perennial Investment Advisors, LLC

$989 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$40.12 - $43.62 $741,858 - $806,577	-18,491 Reduced 25.99%	52,642 $2.12 Million
Q3 2024 Nov 14, 2024	SELL	$37.41 - $41.75 $1.88 Million - $2.1 Million	-50,222 Reduced 41.38%	71,133 $2.97 Million
Q2 2024 Aug 09, 2024	SELL	$36.27 - $38.62 $1.24 Million - $1.32 Million	-34,065 Reduced 21.92%	121,355 $4.65 Million
Q1 2024 May 14, 2024	SELL	$33.94 - $38.8 $254,753 - $291,232	-7,506 Reduced 4.61%	155,420 $6.03 Million
Q4 2023 Feb 14, 2024	SELL	$31.9 - $35.29 $391,891 - $433,537	-12,285 Reduced 7.01%	162,926 $5.62 Million
Q3 2023 Nov 14, 2023	SELL	$33.04 - $35.65 $126,179 - $136,147	-3,819 Reduced 2.13%	175,211 $5.87 Million
Q2 2023 Aug 14, 2023	SELL	$30.73 - $33.38 $35,370 - $38,420	-1,151 Reduced 0.64%	179,030 $5.98 Million
Q1 2023 May 11, 2023	BUY	$30.21 - $34.23 $5.44 Million - $6.17 Million	180,181 New	180,181 $5.73 Million

Others Institutions Holding LSAT

# of Institutions

33

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

990K
Shares

$41.3 Million
4.15% of portfolio
Lpl Financial LLC Fort Mill, SC

554K
Shares

$23.2 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

170K
Shares

$7.1 Million
0.24% of portfolio
Cetera Investment Advisers Schaumburg, IL

107K
Shares

$4.45 Million
0.01% of portfolio
Spire Wealth Management

88.6K
Shares

$3.7 Million
0.13% of portfolio

About TWO RDS SHARED TR LEADERSHARES

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