Sawtooth Solutions, LLC Two Rds Shared Tr Leadershares Transaction History

Sawtooth Solutions, LLC

$3.64 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	SELL	$28.16 - $30.33 $50,969 - $54,897	-1,810 Reduced 7.67%	21,779 $652,000
Q1 2023 Apr 27, 2023	BUY	$27.6 - $30.31 $651,056 - $714,982	23,589 New	23,589 $683,000

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

Ticker SQEW
Sector ETFs
Industry ETFs

More about SQEW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sawtooth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sawtooth Solutions, LLC with notifications on news.