Latest Institutional Transactions on New Age Alpha Tr Avdr Us Large (AVDG)
This table provides information on the latest institutional transactions involving New Age Alpha Tr Avdr Us Large (AVDG) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-127KClosed |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-127KClosed |
$0 - $3.28M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
593+ 988.33% |
$14.8K - $18.6K
|
653
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31New |
$771 - $970
|
31
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.98KClosed |
$124K - $156K
|
0
$0
|
|