Purchases and Sales Made in Q1 2023 in 2 Nd Vote Fds 2 Nd Vote Society (EGIS)
This table provides information about the institutional ownership of 2 Nd Vote Fds 2 Nd Vote Society (EGIS) during Q1 2023. The information is specifically focused on institutions that hold shares of 2ND VOTE FDS 2ND VOTE SOCIETY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.23K - $3.5K
|
100
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
100+ 1.13% |
$3.23K - $3.5K
|
8.96K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
100+ 1.13% |
$3.23K - $3.5K
|
8.96K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 2.82% |
$129 - $140
|
146
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-31- 7.19% |
$1K - $1.08K
|
400
$0
|