Purchases and Sales Made in Q4 2023 in ETF Ser Solutions Intl Drawdow (IDME)
This table provides information about the institutional ownership of ETF Ser Solutions Intl Drawdow (IDME) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127KNew |
$2.33M - $2.59M
|
127K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
85.6KNew |
$1.57M - $1.74M
|
85.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
56.3KNew |
$1.03M - $1.14M
|
56.3K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
32.4K+ 101.43% |
$593K - $658K
|
64.4K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.3K+ 14.65% |
$371K - $412K
|
159K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.87K+ 2.17% |
$144K - $160K
|
371K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.13KNew |
$130K - $145K
|
7.13K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.14K+ 0.62% |
$93.9K - $104K
|
835K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.85K+ 0.84% |
$88.7K - $98.4K
|
582K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
309+ 7.16% |
$5.65K - $6.27K
|
4.63K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
121+ 403.33% |
$2.21K - $2.46K
|
151
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$18.3 - $20.3
|
1
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-111- 0.32% |
$2.03K - $2.25K
|
34.1K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-290- 0.54% |
$5.3K - $5.88K
|
53.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.54K- 32.04% |
$64.8K - $71.9K
|
7.51K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.6K- 60.8% |
$413K - $458K
|
14.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-672K- 16.33% |
$12.3M - $13.6M
|
3.44M
$0
|