Latest Institutional Sells of Two Rds Shared Tr Leadershares (SQEW)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Leadershares (SQEW) 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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.38K- 4.75% |
$113K - $130K
|
67.6K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.37K- 4.84% |
$113K - $129K
|
66.3K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 3.53% |
$40.3K - $46.1K
|
32.8K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-579- 3.45% |
$19.4K - $22.3K
|
16.2K
$555K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-269Closed |
$9.03K - $10.3K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-475K- 24.29% |
$14.6M - $16.4M
|
1.48M
$50.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.1K- 10.16% |
$2.16M - $2.42M
|
620K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 21.74% |
$381K - $427K
|
44.5K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 3.89% |
$136K - $152K
|
109K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.48K- 13.62% |
$107K - $120K
|
22.1K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 2.78% |
$85.6K - $95.8K
|
97.3K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.06K- 11.65% |
$63.4K - $70.9K
|
15.6K
$534K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.85K- 5.62% |
$57K - $63.8K
|
31.1K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-359- 5.71% |
$11.1K - $12.4K
|
5.93K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89- 0.95% |
$2.74K - $3.07K
|
9.25K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 20.37% |
$678 - $759
|
86
$2.95K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.4K- 7.0% |
$42.1K - $45.9K
|
18.6K
$637K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-11K- 1.67% |
$312K - $346K
|
645K
$22.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.55K- 3.88% |
$158K - $175K
|
137K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.41K- 16.3% |
$40K - $44.4K
|
7.23K
$248K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$747K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$747K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-117Closed |
$3.17K - $3.87K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-10K- 47.46% |
$302K - $353K
|
11.1K
$379K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.82KClosed |
$206K - $240K
|
0
$0
|
|