Private Trust CO Na Two Rds Shared Tr Leadershares Transaction History

Private Trust CO Na

$964 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$26.7 - $31.94 $3,070 - $3,673	115 New	115 $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

$53.4 Million
4.49% of portfolio
Lpl Financial LLC Fort Mill, SC

620K
Shares

$22.4 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.78 Million
0.15% of portfolio
Mariner, LLC Overland Park, KS

109K
Shares

$3.93 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

97.3K
Shares

$3.51 Million
0.44% of portfolio

About TWO RDS SHARED TR LEADERSHARES

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