Latest Institutional Purchases of ETF Ser Solutions Defiance Nex (FIVG)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Defiance Nex (FIVG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
4.85KNew |
N/A
|
4.85K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.63K+ 39.56% |
N/A
|
16.3K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.46KNew |
N/A
|
4.46K
$181K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.32KNew |
N/A
|
4.32K
$176K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2KNew |
N/A
|
2K
$81.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$50.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.13% |
N/A
|
12.1K
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.34% |
N/A
|
2.33K
$94.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5+ 0.07% |
N/A
|
7.07K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.04% |
N/A
|
5.16K
$209K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
69.4K+ 4243.3% |
$2.58M - $3.06M
|
71K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.4K+ 188.29% |
$1.43M - $1.7M
|
58.8K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 45.17% |
$575K - $683K
|
49.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 66.37% |
$532K - $632K
|
35.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 11.34% |
$407K - $483K
|
107K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.9KNew |
$294K - $349K
|
7.9K
$321K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$177K - $210K
|
4.76K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.62K+ 15.19% |
$172K - $204K
|
35K
$1.42M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.5K+ 133.32% |
$93K - $110K
|
4.38K
$178K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.32K+ 36.73% |
$86.2K - $102K
|
8.63K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.28K+ 34.35% |
$84.9K - $101K
|
8.93K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.63K+ 8.13% |
$60.6K - $71.9K
|
21.7K
$880K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1KNew |
$37.2K - $44.2K
|
1K
$40.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
878New |
$32.7K - $38.8K
|
878
$35.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
865+ 1.44% |
$32.2K - $38.2K
|
60.9K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
637+ 1.58% |
$23.7K - $28.1K
|
41K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
404+ 7.83% |
$15K - $17.8K
|
5.56K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400New |
$14.9K - $17.7K
|
400
$16.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
313+ 4.89% |
$11.6K - $13.8K
|
6.72K
$273K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
250New |
$9.3K - $11K
|
250
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
225+ 1.28% |
$8.37K - $9.93K
|
17.9K
$725K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
195New |
$7.25K - $8.61K
|
195
$7.92K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
120+ 1.12% |
$4.46K - $5.3K
|
10.8K
$439K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
105+ 0.79% |
$3.9K - $4.64K
|
13.3K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
100New |
$3.72K - $4.42K
|
100
$4.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$3.72K - $4.42K
|
100
$4.06K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 15.55% |
$3.72K - $4.42K
|
743
$30.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52New |
$1.93K - $2.3K
|
52
$2.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51+ 0.22% |
$1.9K - $2.25K
|
23.1K
$937K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19+ 0.21% |
$707 - $839
|
8.93K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
18+ 0.17% |
$669 - $795
|
10.9K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15+ 0.15% |
$558 - $662
|
10.2K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11+ 0.21% |
$409 - $486
|
5.3K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.08% |
$335 - $397
|
11.2K
$454K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$298 - $353
|
8
$325
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.08% |
$223 - $265
|
7.29K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$186 - $221
|
5.01K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5+ 0.1% |
$186 - $221
|
5K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.08% |
$149 - $177
|
5.09K
$207K
|
|