Purchases and Sales Made in Q1 2023 in ETF Ser Solutions Intl Drawdow (IDME)
This table provides information about the institutional ownership of ETF Ser Solutions Intl Drawdow (IDME) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS INTL DRAWDOW.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.13M+ 119.98% |
$21.4M - $23M
|
2.07M
$0
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
256KNew |
$4.86M - $5.21M
|
256K
$0
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.9KNew |
$378K - $405K
|
19.9K
$0
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
17.4K+ 2.69% |
$331K - $354K
|
663K
$0
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.6K+ 31.21% |
$277K - $297K
|
61.3K
$0
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
9.97K+ 67.99% |
$189K - $203K
|
24.6K
$0
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.82K+ 4.87% |
$130K - $139K
|
147K
$0
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.83KNew |
$72.7K - $77.9K
|
3.83K
$0
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.84K+ 14.86% |
$34.9K - $37.4K
|
14.2K
$0
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.03K+ 0.13% |
$19.7K - $21.1K
|
792K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
864+ 26.33% |
$16.4K - $17.6K
|
4.15K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
647New |
$12.3K - $13.2K
|
647
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-143- 0.43% |
$2.72K - $2.91K
|
33.4K
$0
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-902- 7.84% |
$17.1K - $18.4K
|
10.6K
$0
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.3K- 4.91% |
$24.8K - $26.5K
|
25.2K
$0
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.52K- 0.79% |
$28.9K - $30.9K
|
192K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.59K- 86.04% |
$87.3K - $93.5K
|
745
$0
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.68K- 1.8% |
$127K - $136K
|
364K
$0
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-37.7K- 68.62% |
$717K - $768K
|
17.2K
$0
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-55.9K- 66.1% |
$1.06M - $1.14M
|
28.6K
$0
|