Purchases and Sales Made in Q1 2024 in ETF Ser Solutions Intl Drawdow (IDME)
This table provides information about the institutional ownership of ETF Ser Solutions Intl Drawdow (IDME) during Q1 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS INTL DRAWDOW.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
873K+ 1020.65% |
$0 - $17.5M
|
959K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
810K+ 23.51% |
$0 - $16.2M
|
4.25M
$0
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
474K+ 371.73% |
$0 - $9.47M
|
601K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
150KNew |
$0 - $3M
|
150K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
148KNew |
$0 - $2.96M
|
148K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
122K+ 14.57% |
$0 - $2.43M
|
956K
$0
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
67.4K+ 11.57% |
$0 - $1.35M
|
650K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
47.2K+ 87.98% |
$0 - $943K
|
101K
$0
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
38.5KNew |
$0 - $770K
|
38.5K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
22.5K+ 34.96% |
$0 - $450K
|
87K
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.2KNew |
$0 - $423K
|
21.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19KNew |
$0 - $380K
|
19K
$0
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.3K+ 10.23% |
$0 - $325K
|
175K
$0
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
14.8KNew |
$0 - $295K
|
14.8K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
11.2KNew |
$0 - $223K
|
11.2K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.4K+ 12.9% |
$0 - $88K
|
38.5K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 41.43% |
$0 - $38.3K
|
6.54K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
279+ 273.53% |
$0 - $5.58K
|
381
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-29- 19.21% |
$0 - $580
|
122
$0
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.03K- 27.04% |
$0 - $40.6K
|
5.48K
$0
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.32K- 4.12% |
$0 - $46.4K
|
54K
$0
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.8K- 4.54% |
$0 - $337K
|
354K
$0
|