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 |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-46.7K- 34.54% |
$1.64M - $1.9M
|
88.6K
$3.55M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.3K- 36.7% |
$1.49M - $1.72M
|
73K
$2.93M
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-32K- 3.13% |
$1.13M - $1.3M
|
990K
$39.7M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.5K- 46.64% |
$1.07M - $1.24M
|
34.9K
$1.4M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.5K- 47.49% |
$1.07M - $1.24M
|
33.7K
$1.35M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.7K- 4.43% |
$904K - $1.05M
|
554K
$22.2M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16K- 42.61% |
$563K - $651K
|
21.5K
$863K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.84K- 7.89% |
$241K - $279K
|
79.9K
$3.2M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.92K- 15.52% |
$67.7K - $78.2K
|
10.5K
$420K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 6.61% |
$50K - $57.8K
|
20.1K
$805K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.03K- 5.21% |
$36.2K - $41.9K
|
18.7K
$751K
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-913- 14.91% |
$32.1K - $37.2K
|
5.21K
$209K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-429- 99.77% |
$15.1K - $17.5K
|
1
$40.1
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-277- 2.59% |
$9.75K - $11.3K
|
10.4K
$418K
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-251- 4.67% |
$8.84K - $10.2K
|
5.12K
$205K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-85- 0.32% |
$2.99K - $3.46K
|
26.5K
$1.06M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 0.38% |
$1.02K - $1.18K
|
7.57K
$304K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.23K- 17.87% |
$237K - $259K
|
28.6K
$1.15M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-906- 5.35% |
$34.6K - $37.7K
|
16K
$643K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-552- 96.17% |
$21.1K - $23K
|
22
$882
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.5K- 25.99% |
$742K - $807K
|
52.6K
$2.11M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.82K- 43.45% |
$193K - $210K
|
6.28K
$252K
|
|
Q3 2024 | |||||||
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-237- 2.25% |
$8.87K - $9.89K
|
10.3K
$412K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.1K- 20.34% |
$173K - $198K
|
20K
$801K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-38.2K- 4.85% |
$1.26M - $1.36M
|
748K
$30M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.86K- 16.4% |
$61.6K - $66.4K
|
9.5K
$381K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.2M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.2M
|
|
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
|