Latest Institutional Transactions on ETF Opportunities Tr Applied F (VSLU)
This table provides information on the latest institutional transactions involving ETF Opportunities Tr Applied F (VSLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
404+ 1.96% |
$12.7K - $15.8K
|
21K
$839K
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
689KNew |
$21.6M - $27M
|
689K
$27.5M
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
5.94KNew |
$186K - $233K
|
5.94K
$237K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
21.2K+ 8.92% |
$665K - $831K
|
259K
$10.4M
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
412+ 0.2% |
$12.9K - $16.1K
|
209K
$8.34M
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.2K- 1.31% |
$37.7K - $47.1K
|
90.2K
$3.6M
|
|
Q1 2025 | |||||||
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
85.1K+ 34.27% |
$2.96M - $3.25M
|
333K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-472- 0.76% |
$16.4K - $18K
|
62K
$2.48M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-675- 6.17% |
$23.4K - $25.8K
|
10.3K
$410K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.7K+ 3.11% |
$128K - $141K
|
123K
$4.89M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.01K- 99.9% |
$34.9K - $38.4K
|
1
$39.9
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 28.39% |
$854K - $938K
|
111K
$4.44M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.46K+ 0.77% |
$155K - $170K
|
586K
$23.4M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.03K+ 8.36% |
$70.4K - $77.4K
|
26.3K
$1.05M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25- 0.38% |
$868 - $954
|
6.53K
$261K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-102K- 26.96% |
$3.54M - $3.89M
|
276K
$11M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-19.5K- 10.92% |
$678K - $745K
|
159K
$6.36M
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
115K+ 127.73% |
$4M - $4.39M
|
205K
$8.19M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
62+ 0.75% |
$2.15K - $2.37K
|
8.33K
$333K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38K+ 15.9% |
$47.8K - $52.5K
|
10K
$400K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35.5K+ 3.02% |
$1.23M - $1.36M
|
1.21M
$48.3M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
60.6KNew |
$2.11M - $2.31M
|
60.6K
$2.42M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$660 - $725
|
19
$759
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
16.3K+ 21.42% |
$567K - $623K
|
92.6K
$3.7M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.39KNew |
$222K - $244K
|
6.39K
$255K
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
34K+ 4.94% |
$1.18M - $1.3M
|
723K
$28.9M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.1K+ 4.2% |
$177K - $195K
|
126K
$5.04M
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-400- 0.58% |
$13.9K - $15.3K
|
68.2K
$2.72M
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-292- 0.89% |
$10.1K - $11.1K
|
32.4K
$1.3M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-781- 6.79% |
$27.1K - $29.8K
|
10.7K
$428K
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5.1K- 9.33% |
$177K - $195K
|
49.6K
$1.98M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-258- 16.93% |
$9.2K - $9.77K
|
1.27K
$50.6K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-61.3K- 75.75% |
$2.19M - $2.32M
|
19.6K
$783K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 185.31% |
$409K - $434K
|
17.7K
$705K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.4K+ 151.61% |
$335K - $356K
|
15.6K
$623K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$53.5K - $56.8K
|
1.5K
$59.9K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.9KNew |
$323K - $356K
|
9.9K
$395K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.08K+ 22.88% |
$100K - $111K
|
16.5K
$660K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.33K+ 97.93% |
$43.2K - $47.7K
|
2.68K
$107K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40New |
$1.23K - $1.38K
|
40
$1.6K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.89KNew |
$178K - $206K
|
6.89K
$275K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
479+ 1.26% |
$12K - $13.2K
|
38.4K
$1.53M
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-621- 29.68% |
$13.5K - $16.2K
|
1.47K
$58.7K
|
|
Q2 2022 | |||||||
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
500New |
$11.2K - $13.6K
|
500
$20K
|