Purchases and Sales Made in Q2 2023 in ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF) during Q2 2023. The information is specifically focused on institutions that hold shares of ETF OPPORTUNITIES TR AMERICAN .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
30.8KNew |
$948K - $1.04M
|
30.8K
$1.29M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 98.12% |
$351K - $386K
|
23K
$963K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.03KNew |
$185K - $204K
|
6.03K
$252K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.1KNew |
$95.3K - $105K
|
3.1K
$130K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.49K+ 19.0% |
$45.7K - $50.3K
|
9.31K
$389K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1K+ 46.55% |
$30.8K - $33.9K
|
3.15K
$132K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
615+ 16.71% |
$18.9K - $20.8K
|
4.3K
$180K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
570+ 2.01% |
$17.5K - $19.3K
|
28.9K
$1.21M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
507+ 88.33% |
$15.6K - $17.2K
|
1.08K
$45.2K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
299+ 152.55% |
$9.19K - $10.1K
|
495
$20.7K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
129New |
$3.97K - $4.37K
|
129
$5.39K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5+ 0.05% |
$154 - $169
|
9.34K
$391K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-114- 0.37% |
$3.51K - $3.86K
|
30.9K
$1.29M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160Closed |
$4.92K - $5.42K
|
0
$0
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-200- 36.36% |
$6.15K - $6.77K
|
350
$14.6K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-299- 60.4% |
$9.19K - $10.1K
|
196
$8.2K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-450- 36.5% |
$13.8K - $15.2K
|
783
$32.7K
|