Purchases and Sales Made in Q3 2024 in Listed Fds Tr Wahed Ftse Usa S (HLAL)
This table provides information about the institutional ownership of Listed Fds Tr Wahed Ftse Usa S (HLAL) during Q3 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR WAHED FTSE USA S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 13.8% |
$227K - $250K
|
39.2K
$2.04M
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
4.57KNew |
$218K - $241K
|
4.57K
$238K
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.5K+ 53.13% |
$215K - $237K
|
13K
$676K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 25.54% |
$101K - $111K
|
10.4K
$539K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.43KNew |
$68.2K - $75.2K
|
1.43K
$74.3K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.01K+ 67.83% |
$48.2K - $53.1K
|
2.49K
$130K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
886+ 4.59% |
$42.4K - $46.7K
|
20.2K
$1.05M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
222+ 3.09% |
$10.6K - $11.7K
|
7.4K
$385K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10- 0.12% |
$478 - $527
|
8.01K
$417K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-15- 1.68% |
$717 - $791
|
878
$45.8K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-547- 1.49% |
$26.2K - $28.8K
|
36.1K
$1.88M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.89KClosed |
$186K - $205K
|
0
$0
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-80.3K- 43.84% |
$3.84M - $4.24M
|
103K
$5.36M
|