Purchases and Sales Made in Q3 2024 in Shp ETF Tr Neos Enhanced Incom (CSHI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (CSHI) during Q3 2024. The information is specifically focused on institutions that hold shares of SHP ETF TR NEOS ENHANCED INCOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.87K- 11.04% |
N/A
|
47.3K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-7.1K- 9.13% |
N/A
|
70.7K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 5.74% |
N/A
|
287K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-29K- 98.98% |
N/A
|
299
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-67.2K- 32.52% |
N/A
|
139K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-134K- 59.46% |
N/A
|
91.1K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-146K- 96.22% |
N/A
|
5.73K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-277K- 40.96% |
N/A
|
400K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-534K- 40.51% |
N/A
|
785K
$0
|