Latest Institutional Transactions on ETF Opportunities Tr American (ACVF)
This table provides information on the latest institutional transactions involving ETF Opportunities Tr American (ACVF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.87K+ 15.72% |
$70.9K - $78K
|
13.8K
$571K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
130+ 23.01% |
$4.92K - $5.42K
|
695
$28.8K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 56.87% |
$54.7K - $60.2K
|
1.1K
$45.4K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$453K - $510K
|
12.6K
$523K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.8K+ 38.21% |
$746K - $840K
|
75.1K
$3.11M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.02KNew |
$216K - $244K
|
6.02K
$250K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.28K+ 12.3% |
$46.1K - $52K
|
11.7K
$486K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.12% |
$180 - $202
|
4.32K
$179K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.15KNew |
$221K - $249K
|
6.15K
$255K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16+ 0.25% |
$575 - $648
|
6.46K
$268K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76+ 0.52% |
$2.73K - $3.08K
|
14.7K
$609K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.48KNew |
$233K - $262K
|
6.48K
$269K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-348- 1.05% |
$12.5K - $14.1K
|
32.7K
$1.36M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.24K- 2.61% |
$44.5K - $50.1K
|
46.1K
$1.91M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 44.47% |
$172K - $194K
|
15.6K
$646K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-212- 1.85% |
$7.62K - $8.58K
|
11.2K
$465K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.16% |
$288 - $324
|
4.92K
$204K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.6K- 69.13% |
$525K - $592K
|
6.53K
$271K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.99K+ 13.56% |
$144K - $162K
|
33.4K
$1.39M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.02KNew |
$324K - $365K
|
9.02K
$374K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
500New |
$18K - $20.2K
|
500
$20.7K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-165- 37.08% |
$5.93K - $6.68K
|
280
$11.6K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.78% |
$31.6 - $36.6
|
130
$5.39K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 42.53% |
$443K - $514K
|
19K
$786K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
238New |
$7.51K - $8.72K
|
238
$9.87K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.0% |
$31.6 - $36.6
|
30.7K
$1.27M
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.4K+ 37.42% |
$612K - $710K
|
71.2K
$2.95M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
245New |
$7.73K - $8.97K
|
245
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-309- 57.97% |
$9.75K - $11.3K
|
224
$9.29K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.47KNew |
$236K - $274K
|
7.47K
$310K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
794New |
$25.1K - $29.1K
|
794
$32.9K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
610New |
$19.3K - $22.3K
|
610
$25.3K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.88KNew |
$186K - $215K
|
5.88K
$244K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
202New |
$6.38K - $7.4K
|
202
$8.38K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.82KNew |
$224K - $238K
|
6.82K
$283K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29New |
$953 - $1.01K
|
29
$1.2K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2KNew |
$368K - $391K
|
11.2K
$464K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
305New |
$10K - $10.7K
|
305
$12.6K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-299- 60.4% |
$9.19K - $10.1K
|
196
$8.13K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.1KNew |
$95.3K - $105K
|
3.1K
$129K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
507+ 88.33% |
$15.6K - $17.2K
|
1.08K
$44.8K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1K+ 46.55% |
$30.8K - $33.9K
|
3.15K
$131K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-450- 36.5% |
$13.8K - $15.2K
|
783
$32.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75New |
$2.16K - $2.36K
|
75
$3.11K
|
|
Q2 2022 | |||||||
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-400Closed |
$11.1K - $13.6K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-50Closed |
$1.39K - $1.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
175New |
$5.48K - $6.25K
|
175
$7.26K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33Closed |
$1.03K - $1.18K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-320Closed |
$10K - $11.4K
|
0
$0
|