Latest Institutional Purchases of Uscf ETF Tr Divid Income Fd (UDI)
This list provides information on the latest institutional transactions involving Uscf ETF Tr Divid Income Fd (UDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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
|
|