Purchases and Sales Made in Q3 2024 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q3 2024. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR LEADERSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.38KNew |
$351K - $391K
|
9.38K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.42KNew |
$240K - $268K
|
6.42K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69KNew |
$213K - $237K
|
5.69K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.45KNew |
$204K - $228K
|
5.45K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.33K+ 30.74% |
$199K - $223K
|
22.7K
$914K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.16K+ 7.73% |
$155K - $173K
|
57.9K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90New |
$3.37K - $3.76K
|
90
$3.63K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-72- 0.64% |
$2.69K - $3.01K
|
11.1K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-132- 1.11% |
$4.94K - $5.51K
|
11.7K
$473K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-164- 2.04% |
$6.14K - $6.85K
|
7.88K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-237- 2.25% |
$8.87K - $9.89K
|
10.3K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-294- 16.13% |
$11K - $12.3K
|
1.53K
$61.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-339- 1.53% |
$12.7K - $14.2K
|
21.9K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-634- 3.33% |
$23.7K - $26.5K
|
18.4K
$741K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.45K- 1.67% |
$91.6K - $102K
|
144K
$5.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.06K- 12.41% |
$114K - $128K
|
21.6K
$870K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.34K- 11.95% |
$200K - $223K
|
39.3K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.81K- 16.73% |
$217K - $243K
|
28.9K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.94K- 7.73% |
$222K - $248K
|
70.8K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.03K- 7.71% |
$226K - $252K
|
72.2K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.35K- 63.76% |
$350K - $390K
|
5.31K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3K- 36.96% |
$423K - $472K
|
19.3K
$777K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.7K- 13.84% |
$662K - $739K
|
110K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 43.33% |
$1.16M - $1.29M
|
40.4K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46.9K- 34.5% |
$1.75M - $1.96M
|
89K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-50.2K- 41.38% |
$1.88M - $2.1M
|
71.1K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-172K- 12.18% |
$6.45M - $7.2M
|
1.24M
$50.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-175K- 20.27% |
$6.55M - $7.31M
|
689K
$27.8M
|