Purchases and Sales Made in Q1 2023 in 2 Nd Vote Fds2 Nd Vote Life Neut (LYFE)
This table provides information about the institutional ownership of 2 Nd Vote Fds2 Nd Vote Life Neut (LYFE) during Q1 2023. The information is specifically focused on institutions that hold shares of 2ND VOTE FDS2ND VOTE LIFE NEUT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 407.25% |
$53.6K - $59.5K
|
2.31K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
258+ 2.71% |
$7.46K - $8.29K
|
9.79K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
258+ 2.71% |
$7.46K - $8.29K
|
9.79K
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$2.89K - $3.21K
|
100
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-719- 98.63% |
$20.8K - $23.1K
|
10
$0
|