Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / LEADERSHS ACTIVI
-
Total 13F shares
-
2,003,992
-
Share change
-
-474,357
-
Total reported value
-
$70,403,293
-
Price per share
-
$35.13
-
Number of holders
-
24
-
Value change
-
-$16,630,570
-
Number of buys
-
10
-
Number of sells
-
12
Institutional Holders of TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) as of Q1 2024
As of 31 Mar 2024,
TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,003,992 shares.
The largest 10 holders included
Redwood Investment Management, LLC, LPL Financial LLC, Mariner, LLC, Perennial Investment Advisors, LLC, Private Advisor Group, LLC, Envestnet Portfolio Solutions, Inc., Atria Wealth Solutions, Inc., IHT Wealth Management, LLC, Cambridge Investment Research Advisors, Inc., and Gladstone Institutional Advisory LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q1 2024 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.