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 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.43KNew |
$246K - $303K
|
6.43K
$303K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-230- 3.4% |
$9.66K - $10.6K
|
6.54K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.45K- 10.77% |
$145K - $159K
|
28.6K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.17% |
$420 - $461
|
6.06K
$286K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 67.57% |
$21K - $23K
|
240
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.16% |
$714 - $783
|
10.4K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.6K+ 64.47% |
$487K - $535K
|
29.6K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.19K+ 4836.72% |
$260K - $285K
|
6.32K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38+ 0.47% |
$1.6K - $1.75K
|
8.1K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5KNew |
$210K - $230K
|
5K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.38KNew |
$226K - $248K
|
5.38K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.06K+ 19.99% |
$128K - $141K
|
18.3K
$866K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 7.3% |
$124K - $136K
|
43.2K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.77% |
$42 - $46.1
|
131
$6.18K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.23KNew |
$304K - $333K
|
7.23K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.44K+ 8.72% |
$354K - $389K
|
105K
$4.96M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.16% |
$336 - $369
|
4.95K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-524- 4.78% |
$22K - $24.1K
|
10.4K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-169- 1.0% |
$7.1K - $7.79K
|
16.7K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.67K+ 13.84% |
$112K - $123K
|
22K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 0.14% |
$252 - $276
|
4.34K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$126 - $138
|
3
$142
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 36.29% |
$188K - $206K
|
7.86K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.16K+ 38.3% |
$259K - $284K
|
22.2K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 33.15% |
$477K - $524K
|
45.6K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.72% |
$4.2K - $4.61K
|
5.72K
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
874+ 8.21% |
$36.7K - $40.3K
|
11.5K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-49- 50.0% |
$2.06K - $2.26K
|
49
$2.31K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
60+ 8.05% |
$2.52K - $2.76K
|
805
$38K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.08% |
$168 - $184
|
4.99K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8+ 0.17% |
$336 - $369
|
4.79K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.17% |
$420 - $461
|
5.91K
$279K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 14.75% |
$95.7K - $102K
|
12.8K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-342- 1.73% |
$14.7K - $15.8K
|
19.5K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68- 0.54% |
$2.93K - $3.13K
|
12.5K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2KNew |
$86.2K - $92.2K
|
2K
$94.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 137.28% |
$47K - $50.2K
|
1.88K
$88.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.95KNew |
$256K - $274K
|
5.95K
$281K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2+ 0.23% |
$78.6 - $87.3
|
866
$40.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.4KNew |
$252K - $279K
|
6.4K
$302K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.8K+ 96.93% |
$2.76M - $3.03M
|
148K
$6.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
635New |
$24.1K - $26.5K
|
635
$30K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70New |
$2.65K - $2.92K
|
70
$3.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 56.87% |
$54.7K - $60.2K
|
1.1K
$51.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16+ 0.25% |
$575 - $648
|
6.46K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.15KNew |
$221K - $249K
|
6.15K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
500New |
$18K - $20.2K
|
500
$23.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-165- 37.08% |
$5.93K - $6.68K
|
280
$13.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 42.53% |
$443K - $514K
|
19K
$895K
|
|