Purchases and Sales Made in Q4 2024 in Listed Fds Tr Roundhill Ball M (METV)
This table provides information about the institutional ownership of Listed Fds Tr Roundhill Ball M (METV) during Q4 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR ROUNDHILL BALL M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.7KNew |
$393K - $456K
|
29.7K
$445K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
18.4K+ 33.55% |
$243K - $283K
|
73.3K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1KNew |
$13.2K - $15.4K
|
1K
$15K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
373+ 7.4% |
$4.93K - $5.73K
|
5.42K
$81.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 159.57% |
$3.96K - $4.61K
|
488
$7.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
115New |
$1.52K - $1.77K
|
115
$1.72K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-400- 2.17% |
$5.28K - $6.14K
|
18K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-500- 4.17% |
$6.61K - $7.68K
|
11.5K
$172K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.17K- 54.3% |
$15.5K - $18K
|
988
$14.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.46K- 43.92% |
$19.3K - $22.4K
|
1.86K
$27.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.85K- 12.68% |
$24.4K - $28.4K
|
12.7K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 72.36% |
$26.4K - $30.7K
|
764
$11.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.6K- 18.5% |
$205K - $239K
|
68.5K
$1.03M
|