Purchases and Sales Made in Q1 2024 in Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14K+ 1.86% |
$422K - $460K
|
770K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 7.26% |
$119K - $130K
|
58.4K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.54K+ 2.1% |
$46.3K - $50.5K
|
74.8K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.13K+ 1.57% |
$34K - $37.1K
|
72.9K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 0.9% |
$31.2K - $34K
|
116K
$3.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
921+ 2.74% |
$27.7K - $30.2K
|
34.6K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
562+ 0.55% |
$16.9K - $18.4K
|
102K
$3.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
372+ 2.13% |
$11.2K - $12.2K
|
17.8K
$608K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
265New |
$7.97K - $8.7K
|
265
$9.04K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.01% |
$90.3 - $98.5
|
34K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$30.1 - $32.8
|
17.3K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9- 0.09% |
$271 - $295
|
10.2K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-299- 1.53% |
$9K - $9.81K
|
19.3K
$657K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-716- 8.48% |
$21.5K - $23.5K
|
7.73K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.4K- 7.0% |
$42.1K - $45.9K
|
18.6K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.21K- 5.33% |
$66.4K - $72.4K
|
39.2K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.65K- 26.73% |
$79.7K - $86.9K
|
7.26K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.74K- 9.89% |
$112K - $123K
|
34K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.3K- 4.21% |
$160K - $174K
|
121K
$4.12M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.87K- 32.75% |
$207K - $225K
|
14.1K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-673K- 30.49% |
$20.3M - $22.1M
|
1.53M
$52.4M
|