Purchases and Sales Made in Q3 2024 in Uscf ETF Tr Divid Income Fd (UDI)
This table provides information about the institutional ownership of Uscf ETF Tr Divid Income Fd (UDI) during Q3 2024. The information is specifically focused on institutions that hold shares of USCF ETF TR DIVID INCOME FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46KNew |
$1.24M - $1.38M
|
46K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.1KNew |
$726K - $812K
|
27.1K
$789K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
23.7KNew |
$635K - $709K
|
23.7K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15.2KNew |
$408K - $456K
|
15.2K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 2048.4% |
$275K - $307K
|
10.7K
$313K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|