Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / LEADERSHS ACTIVI
-
Total 13F shares
-
2,362,768
-
Share change
-
+372,567
-
Total reported value
-
$70,556,014
-
Price per share
-
$29.87
-
Number of holders
-
24
-
Value change
-
+$11,182,589
-
Number of buys
-
14
-
Number of sells
-
10
Institutional Holders of TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) as of Q1 2023
As of 31 Mar 2023 TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) had 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,362,768 shares of stock of the company.
Largest 10 holders included Redwood Investment Management, LLC, Financial Designs Corp, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Mariner, LLC, AVANTAX ADVISORY SERVICES, INC., Perennial Investment Advisors, LLC, Private Advisor Group, LLC, Atria Wealth Solutions, Inc., and Gladstone Institutional Advisory LLC.
This table shows 24 institutional shareholders of the security as of 31 Mar 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.