Purchases and Sales Made in Q1 2023 in Asymshares Asymmetric S&P 500 (ASPY)
This table provides information about the institutional ownership of Asymshares Asymmetric S&P 500 (ASPY) during Q1 2023. The information is specifically focused on institutions that hold shares of ASYMSHARES ASYMMETRIC S&P 500 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.2K+ 20.48% |
$0 - $788K
|
172K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9KNew |
$0 - $727K
|
26.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.22KNew |
$0 - $33K
|
1.22K
$0
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
186New |
$0 - $5.02K
|
186
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$0 - $540
|
20
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20New |
$0 - $540
|
20
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 1.58% |
$0 - $810
|
1.87K
$0
|