Purchases and Sales Made in Q2 2024 in ETF Ser Solutions Aptus Drawnd (ADME)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Drawnd (ADME) during Q2 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DRAWND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
262KNew |
$10.5M - $11.5M
|
262K
$12.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
203K+ 768.76% |
$8.11M - $8.9M
|
229K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.2K+ 42.42% |
$3.81M - $4.18M
|
320K
$15.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
80.7KNew |
$3.23M - $3.54M
|
80.7K
$3.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45.9K+ 2.36% |
$1.84M - $2.01M
|
1.99M
$94.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.4K+ 6.01% |
$857K - $940K
|
378K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
18.5KNew |
$740K - $812K
|
18.5K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.4KNew |
$735K - $807K
|
18.4K
$874K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.93K+ 32.68% |
$397K - $436K
|
40.3K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.46KNew |
$378K - $415K
|
9.46K
$450K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.3K+ 15.83% |
$372K - $408K
|
68K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6.79K+ 5.09% |
$272K - $298K
|
140K
$6.66M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.58K+ 47.13% |
$223K - $245K
|
17.4K
$827K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.09K+ 8.93% |
$164K - $180K
|
49.9K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.3K+ 1.62% |
$132K - $145K
|
207K
$9.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.62K+ 17.4% |
$105K - $115K
|
17.7K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.98K+ 7.67% |
$79.1K - $86.8K
|
27.8K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.43K+ 3.89% |
$57.3K - $62.9K
|
38.3K
$1.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.5% |
$49.6K - $54.4K
|
28.8K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.15K+ 5.11% |
$45.8K - $50.2K
|
23.6K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1K+ 0.47% |
$40.1K - $44K
|
214K
$10.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
938+ 3.33% |
$37.5K - $41.2K
|
29.1K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
563+ 3.92% |
$22.5K - $24.7K
|
14.9K
$709K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
227+ 174.62% |
$9.08K - $9.96K
|
357
$17K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125New |
$5K - $5.48K
|
125
$5.94K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
117New |
$4.68K - $5.13K
|
117
$5.56K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 0.24% |
$240 - $263
|
2.54K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19- 0.13% |
$760 - $834
|
14.1K
$671K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-212- 82.81% |
$8.48K - $9.3K
|
44
$2.09K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-511- 16.78% |
$20.4K - $22.4K
|
2.54K
$120K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-673- 3.81% |
$26.9K - $29.5K
|
17K
$807K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-839- 32.36% |
$33.5K - $36.8K
|
1.75K
$83.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.86K- 51.66% |
$74.5K - $81.8K
|
1.74K
$82.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.35K- 71.82% |
$134K - $147K
|
1.31K
$62.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-4.3K- 37.72% |
$172K - $188K
|
7.09K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.41K- 5.29% |
$216K - $237K
|
96.9K
$4.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8.65K- 14.1% |
$346K - $380K
|
52.7K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-133K- 78.82% |
$5.33M - $5.85M
|
35.9K
$1.7M
|