Latest Institutional Transactions on ETF Ser Solutions Defiance Nex (FIVG)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.22K- 71.56% |
$306K - $363K
|
3.27K
$133K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.31K- 26.1% |
$197K - $234K
|
15K
$610K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.05% |
$74.4 - $88.3
|
3.94K
$160K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111- 2.14% |
$4.13K - $4.9K
|
5.07K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.06% |
$112 - $132
|
5.16K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
878New |
$32.7K - $38.8K
|
878
$35.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
29+ 0.03% |
$1.08K - $1.28K
|
108K
$4.38M
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15- 2.54% |
$531 - $637
|
575
$23.4K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76K- 27.09% |
$133K - $160K
|
10.1K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.3KNew |
$365K - $438K
|
10.3K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-860- 37.72% |
$30.4K - $36.5K
|
1.42K
$57.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.86KNew |
$172K - $206K
|
4.86K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.3K- 97.38% |
$364K - $437K
|
277
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.7KNew |
$202K - $242K
|
5.7K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-546- 2.57% |
$19.3K - $23.2K
|
20.7K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.21% |
$70.8 - $85
|
965
$39.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
832+ 0.42% |
$29.4K - $35.3K
|
201K
$8.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
5KNew |
$177K - $212K
|
5K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-376- 3.51% |
$13.3K - $16K
|
10.3K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.03K- 8.69% |
$36.5K - $43.8K
|
10.8K
$439K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 73.86% |
$4K - $4.8K
|
40
$1.62K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
35+ 134.62% |
$1.24K - $1.49K
|
61
$2.48K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.52% |
$35.4 - $42.5
|
194
$7.88K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$1.59K - $1.91K
|
45
$1.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
105+ 0.39% |
$3.72K - $4.46K
|
26.8K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 3.45% |
$35.4 - $42.5
|
28
$1.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-417- 24.93% |
$14.8K - $17.7K
|
1.26K
$51K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
900New |
$31.9K - $38.2K
|
900
$36.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.36KNew |
$48K - $57.6K
|
1.36K
$55K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
SELL
|
- |
-666- 5.95% |
$23.6K - $28.3K
|
10.5K
$428K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18- 85.71% |
$637 - $765
|
3
$122
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.25% |
$142 - $170
|
1.59K
$64.6K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-6.35K- 52.37% |
$225K - $270K
|
5.78K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.51K- 28.34% |
$88.7K - $106K
|
6.33K
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 0.59% |
$1.77K - $2.12K
|
8.4K
$341K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-640- 58.72% |
$22.6K - $27.2K
|
450
$18.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
112KNew |
$3.95M - $4.74M
|
112K
$4.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 92.19% |
$104K - $125K
|
250
$10.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 6.85% |
$4K - $4.8K
|
1.54K
$62.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.49K+ 1193.6% |
$52.8K - $63.4K
|
1.62K
$65.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-354- 4.63% |
$12.5K - $15K
|
7.29K
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 0.25% |
$354 - $425
|
4.07K
$165K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
716New |
$25.3K - $30.4K
|
716
$29.1K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38+ 8.92% |
$1.31K - $1.53K
|
464
$18.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 61.73% |
$5.16K - $6.06K
|
93
$3.78K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$42.1K - $49.4K
|
1.22K
$49.7K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
564+ 19.39% |
$19.4K - $22.8K
|
3.47K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-170- 6.41% |
$5.85K - $6.86K
|
2.48K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-61- 10.97% |
$2.1K - $2.46K
|
495
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.31K- 7.13% |
$252K - $295K
|
95.2K
$3.87M
|
|