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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-351K- 27.25% |
$10.8M - $12.2M
|
936K
$29.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.6K- 10.05% |
$1.81M - $2.04M
|
525K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.6K- 77.18% |
$790K - $889K
|
7.56K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.7K- 25.26% |
$764K - $860K
|
73.1K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 27.76% |
$365K - $411K
|
30.7K
$970K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.46K- 34.67% |
$230K - $259K
|
14.1K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.53K- 8.17% |
$171K - $192K
|
62.1K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.51K- 36.13% |
$170K - $192K
|
9.74K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.32K- 8.03% |
$164K - $185K
|
61K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 13.55% |
$137K - $155K
|
28.4K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.54K- 10.93% |
$47.6K - $53.5K
|
12.5K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 8.56% |
$47.5K - $53.4K
|
16.4K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.5K- 9.28% |
$46.4K - $52.3K
|
14.7K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-967- 56.78% |
$29.9K - $33.6K
|
736
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-825- 0.78% |
$25.5K - $28.7K
|
105K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-750- 7.67% |
$23.2K - $26.1K
|
9.02K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-269- 4.54% |
$8.31K - $9.36K
|
5.66K
$179K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79.4K- 81.66% |
$2.67M - $3.05M
|
17.8K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-269Closed |
$9.03K - $10.3K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89- 0.95% |
$2.74K - $3.07K
|
9.25K
$292K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.4K- 7.0% |
$42.1K - $45.9K
|
18.6K
$587K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-11K- 1.67% |
$312K - $346K
|
645K
$20.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.55K- 3.88% |
$158K - $175K
|
137K
$4.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.41K- 16.3% |
$40K - $44.4K
|
7.23K
$229K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$688K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$688K
|
|
| 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
$350K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.82KClosed |
$206K - $240K
|
0
$0
|
|