Purchases and Sales Made in Q3 2024 in ETF Ser Solutions Aptus Drawnd (ADME)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Drawnd (ADME) during Q3 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DRAWND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
386K+ 168.49% |
$16.4M - $17.8M
|
616K
$29.5M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
82.9KNew |
$3.53M - $3.83M
|
82.9K
$3.97M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48.6K+ 2.44% |
$2.07M - $2.24M
|
2.04M
$97.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.9K+ 14.05% |
$1.91M - $2.08M
|
365K
$17.5M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40.4K+ 49.99% |
$1.72M - $1.86M
|
121K
$5.8M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.2KNew |
$1.67M - $1.81M
|
39.2K
$1.88M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
28.2KNew |
$1.2M - $1.3M
|
28.2K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27.1KNew |
$1.15M - $1.25M
|
27.1K
$1.3M
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
24.3KNew |
$1.03M - $1.12M
|
24.3K
$1.16M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
23.5KNew |
$998K - $1.08M
|
23.5K
$1.12M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
12.4K+ 3.29% |
$530K - $575K
|
390K
$18.7M
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
10.1K+ 107.15% |
$431K - $469K
|
19.6K
$939K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.32K+ 12.23% |
$354K - $384K
|
76.4K
$3.66M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.42K+ 3.47% |
$316K - $343K
|
221K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.65K+ 12.98% |
$198K - $215K
|
40.5K
$1.94M
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.35K+ 15.1% |
$185K - $201K
|
33.2K
$1.59M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.97K+ 1.51% |
$169K - $184K
|
266K
$12.8M
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.9K+ 10.42% |
$123K - $134K
|
30.7K
$1.47M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.74K+ 15.75% |
$117K - $127K
|
20.2K
$966K
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
2.71K+ 1.93% |
$115K - $125K
|
143K
$6.85M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.56K+ 10.88% |
$109K - $118K
|
26.1K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.51K+ 13.53% |
$107K - $116K
|
21K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.94KNew |
$82.5K - $89.6K
|
1.94K
$92.9K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.72K+ 9.36% |
$73.3K - $79.6K
|
20.1K
$964K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07K+ 7.19% |
$45.7K - $49.6K
|
16K
$767K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04K+ 2.57% |
$44.1K - $47.9K
|
41.3K
$1.98M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
511+ 20.16% |
$21.7K - $23.6K
|
3.05K
$146K
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
489+ 1.28% |
$20.8K - $22.6K
|
38.8K
$1.86M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 1.71% |
$1.28K - $1.39K
|
1.78K
$85.5K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$42.6 - $46.2
|
1
$47.9
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.26% |
$1.87K - $2.03K
|
16.9K
$812K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-232- 0.8% |
$9.87K - $10.7K
|
28.9K
$1.38M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-255- 0.12% |
$10.9K - $11.8K
|
207K
$9.92M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-375- 21.5% |
$16K - $17.3K
|
1.37K
$65.6K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.2K- 1.24% |
$51.1K - $55.5K
|
95.7K
$4.59M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.34K- 2.55% |
$57.1K - $62K
|
51.4K
$2.46M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.54K- 53.37% |
$321K - $349K
|
6.59K
$316K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.4K- 38.81% |
$824K - $895K
|
30.5K
$1.46M
|