Purchases and Sales Made in Q2 2024 in Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
420K+ 27.39% |
$12.9M - $13.9M
|
1.95M
$66.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.7KNew |
$1.59M - $1.71M
|
51.7K
$1.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.6KNew |
$786K - $844K
|
25.6K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.5KNew |
$631K - $677K
|
20.5K
$700K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.33KNew |
$287K - $308K
|
9.33K
$319K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.44K+ 1.41% |
$44.3K - $47.6K
|
104K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
769New |
$23.6K - $25.4K
|
769
$26.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
538+ 0.74% |
$16.5K - $17.7K
|
73.5K
$2.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
92+ 0.12% |
$2.83K - $3.04K
|
74.9K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
75New |
$2.3K - $2.47K
|
75
$2.56K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59+ 22.26% |
$1.81K - $1.95K
|
324
$11.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58New |
$1.78K - $1.91K
|
58
$1.98K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39+ 0.22% |
$1.2K - $1.29K
|
17.8K
$609K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-404- 3.96% |
$12.4K - $13.3K
|
9.81K
$335K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-513- 2.97% |
$15.8K - $16.9K
|
16.8K
$572K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-616- 3.2% |
$18.9K - $20.3K
|
18.6K
$636K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.44K- 18.6% |
$44.2K - $47.4K
|
6.29K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 2.67% |
$47.9K - $51.5K
|
56.9K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.65K- 4.77% |
$50.6K - $54.4K
|
32.9K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.69K- 6.86% |
$82.8K - $88.8K
|
36.5K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.77K- 13.55% |
$85K - $91.3K
|
17.6K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 2.48% |
$88.5K - $95K
|
113K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.15K- 98.51% |
$220K - $236K
|
108
$3.69K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.6K- 17.04% |
$632K - $678K
|
100K
$3.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.7K- 10.35% |
$2.45M - $2.63M
|
690K
$23.5M
|