Ifp Advisors, Inc Absolute Shs Tr Wbi Bullbear V Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$29.85 - $32.4 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$30.41 - $32.98 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$26.83 - $30.52 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$25.12 - $27.96 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$25.63 - $28.6 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$24.79 - $26.84 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$24.93 - $28.1 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$25.78 - $28.05 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$26.59 - $27.35 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-948 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	168 Added 21.54%	948 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-20 Reduced 2.5%	780 $0
Q2 2018 Aug 07, 2018	BUY	N/A	800 New	800 $0

Others Institutions Holding WBIF

# of Institutions

12

Shares Held

1.52M

Call Options Held

0

Put Options Held

0

Wbi Investments, Inc.

631K
Shares

$19.7 Million
5.01% of portfolio
Maridea Wealth Management LLC Brooklyn, NY

543K
Shares

$16.9 Million
4.06% of portfolio
Envestnet Asset Management Inc

133K
Shares

$4.15 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

46.4K
Shares

$1.45 Million
0.0% of portfolio
American Portfolios Advisors Holbrook, NY

45.7K
Shares

$1.42 Million
0.05% of portfolio

About ABSOLUTE SHS TR WBI BULLBEAR V

Ticker WBIF
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