Latest Institutional Sells of Two Rds Shared Tr (LSAF)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr (LSAF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41.3K- 44.7% |
$1.45M - $1.76M
|
51.1K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.3K- 45.63% |
$1.45M - $1.75M
|
49.2K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-32.9K- 2.02% |
$1.16M - $1.4M
|
1.6M
$68.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.7K- 36.44% |
$1.11M - $1.35M
|
55.3K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 41.18% |
$909K - $1.1M
|
37K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.52K- 6.75% |
$335K - $404K
|
131K
$5.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.06K- 13.12% |
$72.2K - $87.3K
|
13.6K
$579K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-568- 2.59% |
$20K - $24.1K
|
21.4K
$910K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-547- 3.69% |
$19.2K - $23.2K
|
14.3K
$607K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-498- 4.97% |
$17.5K - $21.2K
|
9.52K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-442- 99.77% |
$15.5K - $18.8K
|
1
$42.6
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-229- 2.95% |
$8.04K - $9.73K
|
7.54K
$321K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.86K- 9.82% |
$147K - $167K
|
35.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.87K- 9.63% |
$71K - $81K
|
17.5K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.08K- 97.38% |
$40.9K - $46.7K
|
29
$1.23K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60.1K- 43.01% |
$2.44M - $2.66M
|
79.6K
$3.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.12K- 43.24% |
$167K - $182K
|
5.41K
$230K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.78K- 14.44% |
$128K - $148K
|
22.4K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.71K- 11.09% |
$92K - $106K
|
21.7K
$926K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-36.8K- 4.77% |
$1.15M - $1.22M
|
735K
$31.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.07K- 19.0% |
$65K - $68.7K
|
8.84K
$376K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.39M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.58K- 72.61% |
$43.1K - $52.6K
|
596
$25.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-744Closed |
$20.3K - $24.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1KClosed |
$309K - $357K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.57KClosed |
$199K - $226K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-50Closed |
$890 - $1.27K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.46KClosed |
$136K - $232K
|
0
$0
|
|