Latest Institutional Purchases of First Tr Ex Tr Viii Cboe Vest (YMAR)

YMAR Quotes by TradingView

This list provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (YMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 30, 2024 Q3 2024
Maia Wealth LLC

Denver, CO
BUY
 -
129K
New
$2.93M - $3.14M
129K $2.94M
Nov 04, 2024 Q3 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
69.8K
+ 35.8%
$1.59M - $1.7M
265K $6.06M
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
61.9K
+ 33.33%
$1.41M - $1.51M
248K $5.67M
Nov 07, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
20.4K
+ 625.94%
$464K - $496K
23.6K $540K
Nov 14, 2024 Q3 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17.1K
New
$388K - $416K
17.1K $390K
Nov 01, 2024 Q3 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
14.7K
New
$334K - $358K
14.7K $336K
Nov 14, 2024 Q3 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
11.8K
+ 6.27%
$269K - $288K
200K $4.58M
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
11.7K
+ 6.46%
$266K - $284K
192K $4.4M
Nov 13, 2024 Q3 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
10.5K
New
$238K - $255K
10.5K $239K
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
9.72K
New
$221K - $237K
9.72K $222K
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
5.16K
+ 1297.49%
$118K - $126K
5.56K $127K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
2.54K
New
$57.9K - $61.9K
2.54K $58.2K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
657
+ 2.66%
$15K - $16K
25.3K $580K
Oct 31, 2024 Q3 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
657
+ 2.69%
$15K - $16K
25.1K $575K
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
500
+ 4.32%
$11.4K - $12.2K
12.1K $276K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
450
New
$10.2K - $11K
450 $10.3K
Oct 31, 2024 Q3 2024
Ifrah Financial Services, Inc.

BUY
 -
58
+ 0.24%
$1.32K - $1.41K
24.7K $565K
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
25
+ 0.26%
$569 - $609
9.81K $224K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Jul 15, 2024 Q2 2024
Ewg Elevate Inc.

BUY
 -
55.4K
New
$1.25M - $1.31M
55.4K $1.27M
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
25.6K
New
$577K - $604K
25.6K $586K
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
13.7K
New
$308K - $323K
13.7K $313K
Aug 06, 2024 Q2 2024
Avidian Wealth Solutions, LLC

BUY
 -
11.7K
New
$264K - $276K
11.7K $268K
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
10.5K
New
$236K - $247K
10.5K $240K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
10K
+ 95.8%
$226K - $237K
20.5K $469K
Jul 15, 2024 Q2 2024
Diligent Investors, LLC

BUY
 -
9.96K
New
$224K - $235K
9.96K $228K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
9.23K
New
$208K - $218K
9.23K $211K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
2.57K
New
$57.9K - $60.6K
2.57K $58.8K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.51K
+ 424.75%
$56.5K - $59.1K
3.1K $70.8K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
2.29K
New
$51.6K - $54K
2.29K $52.4K
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
1.43K
+ 21.27%
$32.3K - $33.8K
8.18K $187K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
1.15K
New
$25.8K - $27K
1.15K $26.2K
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
706
+ 405.75%
$15.9K - $16.6K
880 $20.1K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
600
+ 177.51%
$13.5K - $14.1K
938 $21.5K
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
477
New
$10.7K - $11.2K
477 $10.9K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
67
New
$1.51K - $1.58K
67 $1.53K
Q1 2024
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 -
8.97K
New
$192K - $208K
8.97K $205K
May 15, 2024 Q1 2024
Townsquare Capital LLC

BUY
 -
8.69K
New
$186K - $202K
8.69K $199K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.53K
+ 7.84%
$54.3K - $58.9K
34.9K $797K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
68
New
$1.46K - $1.58K
68 $1.56K
Q4 2023
Feb 14, 2024 Q4 2023
Old Mission Capital LLC

BUY
 -
23.1K
New
$453K - $510K
23.1K $528K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
20.2K
New
$397K - $446K
20.2K $462K
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
749
New
$14.7K - $16.6K
749 $17.1K
Q3 2023
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
546
New
$11K - $11.8K
546 $12.5K
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
340
+ 2.44%
$6.88K - $7.37K
14.3K $327K
Q2 2023
Aug 02, 2023 Q2 2023
Legacy Cg, LLC

Plano, TX
BUY
 -
420K
New
$8.62M - $9M
420K $9.61M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
16.3K
New
$335K - $350K
16.3K $374K
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

BUY
 -
10.3K
New
$211K - $220K
10.3K $235K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.3K
New
$26.7K - $27.8K
1.3K $29.7K

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