Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Distillate S (DSMC)
This table provides information about the institutional ownership of ETF Ser Solutions Distillate S (DSMC) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS DISTILLATE S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22K+ 5.88% |
N/A
|
396K
$0
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.9K+ 3.9% |
N/A
|
289K
$0
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.91K+ 4.12% |
N/A
|
124K
$0
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.51K+ 12.57% |
N/A
|
22.5K
$0
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.01K+ 34.94% |
N/A
|
7.75K
$0
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
750+ 5.57% |
N/A
|
14.2K
$0
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
275+ 4.53% |
N/A
|
6.35K
$0
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30+ 0.47% |
N/A
|
6.38K
$0
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31- 0.11% |
N/A
|
27.9K
$0
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.5K- 6.44% |
N/A
|
182K
$0
|