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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 33.15% |
$477K - $524K
|
45.6K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.16K+ 38.3% |
$259K - $284K
|
22.2K
$947K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.72% |
$4.2K - $4.61K
|
5.72K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
874+ 8.21% |
$36.7K - $40.3K
|
11.5K
$490K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-49- 50.0% |
$2.06K - $2.26K
|
49
$2.09K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
60+ 8.05% |
$2.52K - $2.76K
|
805
$34.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.08% |
$168 - $184
|
4.99K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8+ 0.17% |
$336 - $369
|
4.79K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.17% |
$420 - $461
|
5.91K
$252K
|
|
| Q4 2024 | |||||||
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$43.1 - $46.1
|
8.06K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.15% |
$388 - $415
|
6.05K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16+ 0.15% |
$690 - $738
|
10.4K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
118+ 1180.0% |
$5.09K - $5.44K
|
128
$5.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
404+ 6.35% |
$17.4K - $18.6K
|
6.77K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68- 0.54% |
$2.93K - $3.13K
|
12.5K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-342- 1.73% |
$14.7K - $15.8K
|
19.5K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 137.28% |
$47K - $50.2K
|
1.88K
$80.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.09K+ 46.05% |
$263K - $281K
|
19.3K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
501+ 209.62% |
$21.6K - $23.1K
|
740
$31.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.02K+ 28.72% |
$173K - $185K
|
18K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2KNew |
$86.2K - $92.2K
|
2K
$85.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-223- 1.99% |
$9.62K - $10.3K
|
11K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 12.14% |
$452K - $483K
|
96.7K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 6.88% |
$112K - $120K
|
40.3K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-518- 4.68% |
$22.3K - $23.9K
|
10.6K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 0.15% |
$1.12K - $1.2K
|
16.9K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 59.82% |
$199K - $213K
|
12.3K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.16% |
$345 - $369
|
4.95K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
15.3KNew |
$659K - $705K
|
15.3K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.95KNew |
$256K - $274K
|
5.95K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 0.14% |
$259 - $277
|
4.33K
$184K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2+ 0.23% |
$78.6 - $87.3
|
866
$36.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.77KNew |
$109K - $121K
|
2.77K
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.4KNew |
$252K - $279K
|
6.4K
$272K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 4.37% |
$50.8K - $55.8K
|
32K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.8K+ 96.93% |
$2.76M - $3.03M
|
148K
$6.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
635New |
$24.1K - $26.5K
|
635
$27K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70New |
$2.65K - $2.92K
|
70
$2.98K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 56.87% |
$54.7K - $60.2K
|
1.1K
$46.6K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.15KNew |
$221K - $249K
|
6.15K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16+ 0.25% |
$575 - $648
|
6.46K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
500New |
$18K - $20.2K
|
500
$21.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-165- 37.08% |
$5.93K - $6.68K
|
280
$11.9K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.78% |
$31.6 - $36.6
|
130
$5.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 42.53% |
$443K - $514K
|
19K
$807K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.4K+ 37.42% |
$612K - $710K
|
71.2K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
245New |
$7.73K - $8.97K
|
245
$10.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.47KNew |
$236K - $274K
|
7.47K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
610New |
$19.3K - $22.3K
|
610
$26K
|
|