Purchases and Sales Made in Q3 2024 in Donoghue Forlines Risk Managed (DFNV)
This table provides information about the institutional ownership of Donoghue Forlines Risk Managed (DFNV) during Q3 2024. The information is specifically focused on institutions that hold shares of DONOGHUE FORLINES RISK MANAGED.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-278- 0.11% |
$8.15K - $9.34K
|
250K
$8.64M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-623- 5.63% |
$18.3K - $20.9K
|
10.4K
$361K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.63K- 6.68% |
$282K - $324K
|
135K
$4.64M
|