Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82.6K+ 195.3% |
$1.92M - $2.15M
|
125K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.9KNew |
$183K - $206K
|
7.9K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.19K+ 22.25% |
$167K - $187K
|
39.5K
$970K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.56K+ 7.81% |
$82.6K - $92.8K
|
49.2K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 48.93% |
$80.9K - $90.9K
|
10.6K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.46KNew |
$57K - $64.1K
|
2.46K
$60.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
598+ 4.31% |
$13.9K - $15.6K
|
14.5K
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
51+ 0.56% |
$1.18K - $1.33K
|
9.15K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|