Purchases and Sales Made in Q1 2023 in Spinnaker ETF Ser Trajan Wealt (TWIO)
This table provides information about the institutional ownership of Spinnaker ETF Ser Trajan Wealt (TWIO) during Q1 2023. The information is specifically focused on institutions that hold shares of SPINNAKER ETF SER TRAJAN WEALT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4KNew |
$132K - $143K
|
15.4K
$142K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7KNew |
$118K - $128K
|
13.7K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.01KNew |
$17.3K - $18.7K
|
2.01K
$18.6K
|
|
|
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
|
- |
-526- 51.27% |
$4.51K - $4.89K
|
500
$4.62K
|