Latest Institutional Sells of Two Rds Shared Tr Leadershares (SQEW)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Leadershares (SQEW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-192K- 13.0% |
$6.46M - $7.39M
|
1.29M
$41.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79.4K- 81.66% |
$2.67M - $3.05M
|
17.8K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.1K- 5.83% |
$1.21M - $1.39M
|
584K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.05K- 24.86% |
$169K - $194K
|
15.3K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.42K- 3.14% |
$115K - $131K
|
106K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.38K- 4.75% |
$113K - $130K
|
67.6K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.37K- 4.84% |
$113K - $129K
|
66.3K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 4.5% |
$67.3K - $77.1K
|
42.5K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.52K- 9.72% |
$50.9K - $58.3K
|
14.1K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 3.53% |
$40.3K - $46.1K
|
32.8K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-579- 3.45% |
$19.4K - $22.3K
|
16.2K
$522K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-576- 2.61% |
$19.3K - $22.1K
|
21.5K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-269Closed |
$9.03K - $10.3K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-359- 5.71% |
$11.1K - $12.4K
|
5.93K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89- 0.95% |
$2.74K - $3.07K
|
9.25K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 20.37% |
$678 - $759
|
86
$2.77K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.4K- 7.0% |
$42.1K - $45.9K
|
18.6K
$600K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-11K- 1.67% |
$312K - $346K
|
645K
$20.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.55K- 3.88% |
$158K - $175K
|
137K
$4.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.41K- 16.3% |
$40K - $44.4K
|
7.23K
$233K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$703K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$703K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-117Closed |
$3.17K - $3.87K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-10K- 47.46% |
$302K - $353K
|
11.1K
$357K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.82KClosed |
$206K - $240K
|
0
$0
|
|