Purchases and Sales Made in Q3 2024 in Tidal ETF Tr Sound Equity Inco (SDEI)
This table provides information about the institutional ownership of Tidal ETF Tr Sound Equity Inco (SDEI) during Q3 2024. The information is specifically focused on institutions that hold shares of TIDAL ETF TR SOUND EQUITY INCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8KNew |
N/A
|
19.8K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.7K+ 1.33% |
N/A
|
887K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 12.54% |
N/A
|
27.1K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-323- 87.3% |
N/A
|
47
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5.19K- 18.89% |
N/A
|
22.3K
$0
|