Latest Institutional Sells of Two Rds Shared Tr (LSAF)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr (LSAF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-205K- 11.0% |
$8.31M - $9.08M
|
1.66M
$68.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60.1K- 43.01% |
$2.44M - $2.66M
|
79.6K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.8K- 15.09% |
$679K - $742K
|
94.3K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.6K- 1.61% |
$510K - $556K
|
771K
$31.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.08K- 18.52% |
$206K - $225K
|
22.3K
$923K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.02K- 5.03% |
$203K - $222K
|
94.9K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.92K- 5.04% |
$200K - $218K
|
92.8K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.45K- 3.0% |
$180K - $197K
|
144K
$5.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.12K- 43.24% |
$167K - $182K
|
5.41K
$223K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.93K- 9.33% |
$119K - $130K
|
28.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 4.35% |
$117K - $127K
|
63.3K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.48K- 11.33% |
$100K - $110K
|
19.4K
$801K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.16K- 5.29% |
$47.1K - $51.5K
|
20.8K
$859K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-726- 1.82% |
$29.4K - $32.1K
|
39.3K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-599- 6.97% |
$24.3K - $26.5K
|
8K
$330K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.78K- 14.44% |
$128K - $148K
|
22.4K
$926K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.71K- 11.09% |
$92K - $106K
|
21.7K
$898K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.39K- 19.17% |
$81.1K - $93.7K
|
10.1K
$417K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-36.8K- 4.77% |
$1.15M - $1.22M
|
735K
$30.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.07K- 19.0% |
$65K - $68.7K
|
8.84K
$365K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.35M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.58K- 72.61% |
$43.1K - $52.6K
|
596
$24.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-744Closed |
$20.3K - $24.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1KClosed |
$309K - $357K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.57KClosed |
$199K - $226K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-50Closed |
$890 - $1.27K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.46KClosed |
$136K - $232K
|
0
$0
|
|