Purchases and Sales Made in Q2 2024 in Listed Fds Tr Wahed Dow Jones (UMMA)
This table provides information about the institutional ownership of Listed Fds Tr Wahed Dow Jones (UMMA) during Q2 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR WAHED DOW JONES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42.3KNew |
$959K - $1.06M
|
42.3K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1K+ 353.07% |
$682K - $758K
|
38.6K
$932K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 148.93% |
$534K - $593K
|
39.4K
$950K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.93K+ 69.62% |
$66.3K - $73.6K
|
7.13K
$172K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1K+ 2.24% |
$22.7K - $25.2K
|
45.6K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 18.11% |
$4.87K - $5.41K
|
1.4K
$33.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 0.26% |
$544 - $604
|
9.1K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.7 - $25.2
|
1
$24.1
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.12% |
$68 - $75.5
|
2.52K
$60.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.78K- 11.35% |
$40.3K - $44.7K
|
13.9K
$335K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.71K- 7.75% |
$61.5K - $68.3K
|
32.3K
$780K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.9K- 69.21% |
$632K - $702K
|
12.4K
$299K
|