Purchases and Sales Made in Q3 2025 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.53KNew |
$377K - $401K
|
9.53K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.19K+ 8.63% |
$364K - $387K
|
116K
$4.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$113K - $120K
|
2.85K
$113K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.45K+ 3.95% |
$57.3K - $60.9K
|
38K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
597+ 2.26% |
$23.6K - $25.1K
|
27.1K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
166+ 16600.0% |
$6.57K - $6.99K
|
167
$6.66K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 0.11% |
$633 - $673
|
14.8K
$592K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42- 9.42% |
$1.66K - $1.77K
|
404
$16.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.72K- 8.58% |
$68.1K - $72.4K
|
18.3K
$731K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 2.28% |
$72.1K - $76.7K
|
78.1K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.28K- 11.99% |
$90.1K - $95.8K
|
16.7K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 13.0% |
$111K - $118K
|
18.7K
$747K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.86K- 37.81% |
$113K - $121K
|
4.71K
$188K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.2K- 14.69% |
$166K - $177K
|
24.4K
$973K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.2K- 49.66% |
$206K - $219K
|
5.27K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.75K- 8.76% |
$307K - $326K
|
80.8K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.9K- 29.92% |
$865K - $920K
|
51.2K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.2K- 7.97% |
$1.75M - $1.86M
|
510K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-155K- 15.64% |
$6.13M - $6.52M
|
835K
$33.3M
|
|