Prospera Financial Services Inc Two Rds Shared Tr Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$27.25 - $33.27 $43,055 - $52,566	-1,580 Reduced 72.61%	596 $16,000
Q1 2022 May 04, 2022	BUY	$30.61 - $35.4 $66,607 - $77,030	2,176 New	2,176 $71,000
Q4 2020 Feb 12, 2021	SELL	$24.65 - $28.61 $34,263 - $39,767	-1,390 Closed	0 $0
Q3 2020 Nov 04, 2020	SELL	$23.24 - $26.37 $251,898 - $285,824	-10,839 Reduced 88.63%	1,390 $35,000
Q2 2020 Aug 07, 2020	SELL	$17.79 - $25.34 $44,243 - $63,020	-2,487 Reduced 16.9%	12,229 $287,000
Q1 2020 May 15, 2020	BUY	$16.03 - $27.48 $26,561 - $45,534	1,657 Added 12.69%	14,716 $279,000
Q4 2019 Feb 12, 2020	BUY	$23.98 - $26.97 $6,330 - $7,120	264 Added 2.06%	13,059 $352,000
Q3 2019 Oct 22, 2019	BUY	$24.78 - $25.34 $57,464 - $58,763	2,319 Added 22.14%	12,795 $319,000
Q2 2019 Aug 14, 2019	BUY	N/A	10,476 New	10,476 $259,000
Q2 2019 Aug 14, 2019	SELL	N/A	-8,500 Closed	0 $0
Q1 2019 May 02, 2019	BUY	N/A	8,500 New	8,500 $209,000

Others Institutions Holding LSAF

# of Institutions

30

Shares Held

3.73M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.87M
Shares

$80.1 Million
6.84% of portfolio
Lpl Financial LLC Fort Mill, SC

783K
Shares

$33.6 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$6.55 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

148K
Shares

$6.35 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

140K
Shares

$6 Million
0.76% of portfolio

About TWO RDS SHARED TR

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