Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / LEADERSHS ACTIVI
-
Total 13F shares
-
2,436,903
-
Share change
-
+86,857
-
Total reported value
-
$76,971,428
-
Price per share
-
$31.59
-
Number of holders
-
25
-
Value change
-
+$2,743,967
-
Number of buys
-
15
-
Number of sells
-
9
Institutional Holders of TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) as of Q2 2023
As of 30 Jun 2023,
TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,436,903 shares.
The 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 page lists
26
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.