Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Aam Transfor (TRFM)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM TRANSFOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.6K+ 483.33% |
$2.16M - $2.61M
|
75.6K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 85.82% |
$744K - $900K
|
46.7K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 3.65% |
$36.6K - $44.3K
|
30.1K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
892New |
$30.8K - $37.2K
|
892
$35.4K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
500New |
$17.3K - $20.9K
|
500
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11- 0.06% |
$380 - $459
|
18K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-275- 1.29% |
$9.49K - $11.5K
|
21.1K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-314- 1.21% |
$10.8K - $13.1K
|
25.5K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-446- 50.0% |
$15.4K - $18.6K
|
446
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.63K- 58.13% |
$160K - $193K
|
3.34K
$132K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.91K- 13.09% |
$204K - $247K
|
39.3K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.1K- 4.79% |
$1.66M - $2.01M
|
956K
$37.9M
|