Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40K+ 32.0% |
$942K - $1.03M
|
165K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
21.4KNew |
$505K - $553K
|
21.4K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.2K+ 15.21% |
$51.9K - $56.8K
|
16.7K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
625+ 5.89% |
$14.7K - $16.1K
|
11.2K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
425+ 400.94% |
$10K - $11K
|
531
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$47.1 - $51.6
|
9.15K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4- 0.01% |
$94.2 - $103
|
39.5K
$998K
|