Sawtooth Solutions, LLC Two Rds Shared Tr Leadershares Transaction History

Sawtooth Solutions, LLC

$3.64 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	SELL	$28.16 - $30.33 $50,969 - $54,897	-1,810 Reduced 7.67%	21,779 $652,000
Q1 2023 Apr 27, 2023	BUY	$27.6 - $30.31 $651,056 - $714,982	23,589 New	23,589 $683,000

Others Institutions Holding SQEW

# of Institutions

30

Shares Held

2.97M

Call Options Held

0

Put Options Held

0

Redwood Investment Management, LLC Scottsdale, AZ

1.48M
Shares

$50.9 Million
4.49% of portfolio
Lpl Financial LLC Fort Mill, SC

620K
Shares

$21.3 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

132K
Shares

$4.55 Million
0.15% of portfolio
Mariner, LLC Overland Park, KS

109K
Shares

$3.75 Million
0.01% of portfolio
Perennial Investment Advisors, LLC Los Angeles, CA

97.3K
Shares

$3.34 Million
0.44% of portfolio

About TWO RDS SHARED TR LEADERSHARES

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