Institutional Ownership Listed Fds Tr Wahed Dow Jones (UMMA)
This table provides information about the institutional ownership of Listed Fds Tr Wahed Dow Jones (UMMA). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 261,067 shares, which have been reported (via 13F filing form) to have a value of $6.74 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
45,593
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2024
Added 2.24%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
42,307
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
39,373
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Added 148.93%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
38,633
shares
|
$996,731
0.0% of portfolio
|
Q2 2024
Added 353.07%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
32,306
shares
|
$833,494
0.0% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
13,878
shares
|
$358,052
0.01% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,403
shares
|
$319,997
0.0% of portfolio
|
Q2 2024
Reduced 69.21%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
9,450
shares
|
$243,810
0.02% of portfolio
|
Q1 2024
Added 27.7%
|
|
Ifg Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
9,097
shares
|
$234,702
0.05% of portfolio
|
Q2 2024
Added 0.26%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
7,129
shares
|
$183,928
0.01% of portfolio
|
Q2 2024
Added 69.62%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
5,830
shares
|
$150,414
0.0% of portfolio
|
Q3 2023
Reduced 25.54%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,515
shares
|
$64,887
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,402
shares
|
$36,171
0.0% of portfolio
|
Q2 2024
Added 18.11%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,150
shares
|
$29,670
0.0% of portfolio
|
Q1 2024
Reduced 92.96%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|