Latest Institutional Transactions on Uscf ETF Tr Divid Income Fd (UDI)
This table provides information on the latest institutional transactions involving Uscf ETF Tr Divid Income Fd (UDI) 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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.1K- 57.58% |
$317K - $339K
|
8.21K
$251K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.44K+ 24.07% |
$126K - $135K
|
22.9K
$700K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
672+ 1.33% |
$19.1K - $20.5K
|
51.3K
$1.57M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58- 0.54% |
$1.68K - $1.82K
|
10.7K
$327K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
100New |
$2.9K - $3.14K
|
100
$3.06K
|
|
Q3 2024 | |||||||
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23.7KNew |
$635K - $709K
|
23.7K
$724K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$0 - $27.7
|
1
$30.6
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
202New |
$0 - $5.38K
|
202
$6.19K
|