Purchases and Sales Made in Q2 2025 in ETF Ser Solutions Aam Transfor (TRFM)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 7.29% |
$2.08M - $3.01M
|
1.03M
$51.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.3K+ 276.41% |
$1.74M - $2.52M
|
79.4K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6K+ 37.63% |
$525K - $759K
|
64.3K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 492.06% |
$491K - $709K
|
19.8K
$985K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.6K+ 37.13% |
$436K - $630K
|
53.9K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.1KNew |
$422K - $610K
|
14.1K
$704K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.98K+ 35.17% |
$268K - $388K
|
34.5K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.33KNew |
$189K - $274K
|
6.33K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.6KNew |
$167K - $242K
|
5.6K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
603New |
$18K - $26K
|
603
$30.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 0.47% |
$2.99K - $4.32K
|
21.2K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 1.35% |
$1.38K - $1.99K
|
3.36K
$167K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.5K- 4.98% |
$44.9K - $64.8K
|
28.6K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.5K- 72.1% |
$1.63M - $2.35M
|
21.1K
$1.05M
|