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 18 institutions that hold shares in the stock, with a total of 368,335 shares, which have been reported (via 13F filing form) to have a value of $9.04 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
124,933
shares
|
$3.07 Million
0.1% of portfolio
|
Q3 2024
Added 195.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
49,153
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
39,493
shares
|
$969,553
0.0% of portfolio
|
Q3 2024
Added 22.25%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
39,373
shares
|
$966,607
0.0% of portfolio
|
Q2 2024
Added 148.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
38,633
shares
|
$948,440
0.0% of portfolio
|
Q2 2024
Added 353.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
14,476
shares
|
$355,385
0.01% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,403
shares
|
$304,493
0.0% of portfolio
|
Q2 2024
Reduced 69.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,617
shares
|
$260,647
0.01% of portfolio
|
Q3 2024
Added 48.93%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
9,450
shares
|
$231,997
0.03% of portfolio
|
Q1 2024
Added 27.7%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,148
shares
|
$224,583
0.05% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
7,898
shares
|
$193,895
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
5,830
shares
|
$143,126
0.0% of portfolio
|
Q3 2023
Reduced 25.54%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,515
shares
|
$61,743
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,458
shares
|
$60,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,402
shares
|
$34,419
0.0% of portfolio
|
Q2 2024
Added 18.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,150
shares
|
$28,232
0.0% of portfolio
|
Q1 2024
Reduced 92.96%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|