Purchases and Sales Made in Q1 2022 in New Age Alpha Tr Avdr Us Large (AVDG)
This table provides information about the institutional ownership of New Age Alpha Tr Avdr Us Large (AVDG) during Q1 2022. The information is specifically focused on institutions that hold shares of NEW AGE ALPHA TR AVDR US LARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
127KNew |
$3.62M - $4.12M
|
127K
$0
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
127KNew |
$3.62M - $4.12M
|
127K
$0
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
4.98KNew |
$142K - $161K
|
4.98K
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-10- 14.29% |
$285 - $324
|
60
$0
|