Institutional Ownership Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 2.97 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
324
shares
|
$11,696
0.0% of portfolio
|
Q2 2024
Added 22.26%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
269
shares
|
$9,710
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
86
shares
|
$3,104
0.0% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$36
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|