Purchases and Sales Made in Q1 2024 in Leuthold Fds Inc Core ETF (LCR)
This table provides information about the institutional ownership of Leuthold Fds Inc Core ETF (LCR) during Q1 2024. The information is specifically focused on institutions that hold shares of LEUTHOLD FDS INC CORE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 315.57% |
$652K - $695K
|
27.1K
$960K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.22KNew |
$292K - $311K
|
9.22K
$326K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
7.17KNew |
$227K - $242K
|
7.17K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.05KNew |
$223K - $238K
|
7.05K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.69K+ 1.49% |
$117K - $125K
|
252K
$8.92M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.27K+ 10.16% |
$40.1K - $42.7K
|
13.7K
$487K
|
|
|
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
|
- |
-165- 73.33% |
$5.22K - $5.57K
|
60
$2.12K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-270- 0.59% |
$8.54K - $9.11K
|
45.7K
$1.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-317- 3.39% |
$10K - $10.7K
|
9.03K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-680- 0.77% |
$21.5K - $22.9K
|
87.2K
$3.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.95K- 2.47% |
$125K - $133K
|
156K
$5.53M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.27K- 84.05% |
$167K - $178K
|
1K
$35.4K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-29.3K- 35.74% |
$928K - $989K
|
52.7K
$1.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-51.8K- 35.28% |
$1.64M - $1.75M
|
95K
$3.37M
|