Latest Institutional Transactions on Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Momentumshares U S Q (QMOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.91KNew |
$547K - $637K
|
9.91K
$712K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.75K+ 123.03% |
$262K - $305K
|
8.61K
$619K
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
6.07K+ 5.3% |
$335K - $390K
|
121K
$8.67M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.24K- 47.54% |
$179K - $208K
|
3.58K
$257K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.31KNew |
$72.4K - $84.3K
|
1.31K
$94.3K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88- 50.57% |
$4.85K - $5.65K
|
86
$6.18K
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.37K+ 5.26% |
$131K - $152K
|
47.4K
$3.4M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153+ 0.2% |
$8.44K - $9.83K
|
78.1K
$5.61M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
700+ 14.45% |
$38.6K - $45K
|
5.54K
$398K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.8KNew |
$209K - $244K
|
3.8K
$273K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
8.06K+ 3.54% |
$444K - $517K
|
236K
$16.9M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.87KNew |
$434K - $505K
|
7.87K
$565K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.3K- 20.89% |
$676K - $788K
|
46.4K
$3.34M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.15K+ 7.51% |
$63.2K - $73.6K
|
16.4K
$1.18M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.09K+ 4.6% |
$170K - $198K
|
70.3K
$5.05M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.6K+ 699.79% |
$1.46M - $1.71M
|
30.4K
$2.18M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
511+ 0.25% |
$28.2K - $32.8K
|
206K
$14.8M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-19.6K- 13.93% |
$1.08M - $1.26M
|
121K
$8.69M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.5KNew |
$414K - $482K
|
7.5K
$539K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-340- 3.38% |
$18.8K - $21.8K
|
9.72K
$698K
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.5K- 10.72% |
$193K - $225K
|
29.1K
$2.09M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
475New |
$26.2K - $30.5K
|
475
$34.1K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-121K- 47.46% |
$6.7M - $7.8M
|
134K
$9.66M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5KNew |
$633K - $738K
|
11.5K
$825K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 15.7% |
$807K - $940K
|
108K
$7.75M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32New |
$1.76K - $2.06K
|
32
$2.3K
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.9K+ 2.28% |
$105K - $122K
|
85.2K
$6.12M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-690- 0.19% |
$38.1K - $44.3K
|
371K
$26.6M
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
854+ 8.74% |
$47.1K - $54.9K
|
10.6K
$763K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$253K - $294K
|
4.58K
$329K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
244+ 2.76% |
$13.5K - $15.7K
|
9.09K
$653K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.79% |
$221 - $257
|
509
$36.6K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
28+ 0.03% |
$1.54K - $1.8K
|
98.3K
$7.06M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
103KNew |
$5.67M - $6.6M
|
103K
$7.38M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-328- 2.81% |
$18.1K - $21.1K
|
11.3K
$815K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-878- 3.36% |
$48.4K - $56.4K
|
25.2K
$1.81M
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
49New |
$2.7K - $3.15K
|
49
$3.52K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14KNew |
$224K - $251K
|
4.14K
$297K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.85K+ 45.0% |
$209K - $233K
|
12.4K
$892K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11+ 91.67% |
$596 - $667
|
23
$1.65K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-143- 3.6% |
$7.75K - $8.67K
|
3.83K
$275K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2New |
$108 - $121
|
2
$144
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.21KNew |
$282K - $316K
|
5.21K
$375K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.29KNew |
$232K - $260K
|
4.29K
$308K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-191- 29.8% |
$10.4K - $11.6K
|
450
$32.3K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.23% |
$108 - $121
|
878
$63.1K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 132.64% |
$618K - $691K
|
20K
$1.44M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-344- 7.83% |
$18.6K - $20.8K
|
4.05K
$291K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
224New |
$10.9K - $13.3K
|
224
$16.1K
|