Wells Fargo & Company Two Rds Shared Tr Leadershares Transaction History

Wells Fargo & Company

$410 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-78 Reduced 15.23%	434 $15,000
Q3 2021 Nov 15, 2021	BUY	N/A	78 Added 17.97%	512 $19,000
Q2 2021 Aug 16, 2021	BUY	N/A	235 Added 118.09%	434 $16,000
Q1 2021 May 13, 2021	BUY	N/A	199 New	199 $7,000

Others Institutions Holding SQEW

# of Institutions

23

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.53M
Shares

$51.4 Million
4.8% of portfolio
Lpl Financial LLC Fort Mill, SC

770K
Shares

$25.8 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.44 Million
0.15% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

121K
Shares

$4.04 Million
0.6% of portfolio
Mariner, LLC Overland Park, KS

116K
Shares

$3.9 Million
0.01% of portfolio

About TWO RDS SHARED TR LEADERSHARES

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