Purchases and Sales Made in Q2 2024 in ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF) during Q2 2024. 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 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.8K+ 96.93% |
$2.76M - $3.03M
|
148K
$6.18M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17KNew |
$645K - $710K
|
17K
$712K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 35.31% |
$616K - $678K
|
62.3K
$2.61M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.87K+ 15.72% |
$70.9K - $78K
|
13.8K
$576K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.66K+ 4.95% |
$62.8K - $69K
|
35.1K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 4.37% |
$50.8K - $55.8K
|
32K
$1.34M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.11K+ 9.9% |
$42.1K - $46.3K
|
12.3K
$516K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
864New |
$32.7K - $36K
|
864
$36.1K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
818+ 6.98% |
$31K - $34.1K
|
12.5K
$524K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
635New |
$24.1K - $26.5K
|
635
$26.6K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
192New |
$7.27K - $8K
|
192
$8.03K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
171+ 2.62% |
$6.48K - $7.13K
|
6.7K
$280K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
130+ 23.01% |
$4.92K - $5.42K
|
695
$29.1K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70New |
$2.65K - $2.92K
|
70
$2.93K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.13% |
$303 - $333
|
6.03K
$252K
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 0.12% |
$227 - $250
|
4.93K
$206K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.12% |
$189 - $208
|
4.32K
$181K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.42% |
$37.9 - $41.7
|
239
$9.99K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-143- 1.58% |
$5.42K - $5.96K
|
8.88K
$371K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-627- 9.68% |
$23.8K - $26.1K
|
5.85K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-698- 4.76% |
$26.4K - $29.1K
|
14K
$584K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-705- 2.15% |
$26.7K - $29.4K
|
32K
$1.34M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.42K- 11.29% |
$53.9K - $59.3K
|
11.2K
$468K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 56.87% |
$54.7K - $60.2K
|
1.1K
$45.8K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.26K- 40.18% |
$237K - $261K
|
9.31K
$389K
|