Latest Institutional Sells of Two Rds Shared Tr Leadershares (LSAT)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Leadershares (LSAT) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-49.9K- 4.66% |
$1.9M - $2.08M
|
1.02M
$41.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.2K- 6.93% |
$1.65M - $1.8M
|
580K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.23K- 17.87% |
$237K - $259K
|
28.6K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.83K- 15.4% |
$184K - $201K
|
26.5K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.31K- 25.8% |
$164K - $179K
|
12.4K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58K- 3.8% |
$98.6K - $108K
|
65.4K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.49K- 3.73% |
$95K - $104K
|
64.2K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.46K- 1.78% |
$93.8K - $102K
|
135K
$5.45M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.07K- 9.84% |
$79.1K - $86.3K
|
19K
$765K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.4K- 6.61% |
$53.3K - $58.2K
|
19.8K
$795K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.13K- 9.53% |
$43K - $46.9K
|
10.7K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-906- 5.35% |
$34.6K - $37.7K
|
16K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-762- 1.99% |
$29.1K - $31.7K
|
37.5K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-552- 96.17% |
$21.1K - $23K
|
22
$886
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-297- 4.63% |
$11.3K - $12.4K
|
6.12K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-280- 3.55% |
$10.7K - $11.7K
|
7.6K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-243- 1.12% |
$9.27K - $10.1K
|
21.5K
$865K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 1.38% |
$229 - $250
|
430
$17.3K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.5K- 25.99% |
$742K - $807K
|
52.6K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.82K- 43.45% |
$193K - $210K
|
6.28K
$253K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-237- 2.25% |
$8.87K - $9.89K
|
10.3K
$414K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.1K- 20.34% |
$173K - $198K
|
20K
$805K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-38.2K- 4.85% |
$1.26M - $1.36M
|
748K
$30.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.86K- 16.4% |
$61.6K - $66.4K
|
9.5K
$382K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.21M
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-6.3KClosed |
$182K - $222K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-441Closed |
$12.8K - $15.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.7KClosed |
$353K - $390K
|
0
$0
|
|