Purchases and Sales Made in Q4 2024 in United States Copper Index Fun (CPER)
This table provides information about the institutional ownership of United States Copper Index Fun (CPER) during Q4 2024. The information is specifically focused on institutions that hold shares of UNITED STATES COPPER INDEX FUN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.2K+ 63.67% |
$332K - $385K
|
33.9K
$936K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.69KNew |
$143K - $166K
|
5.69K
$157K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.56K+ 16.3% |
$39.2K - $45.5K
|
11.1K
$307K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54KNew |
$38.8K - $45K
|
1.54K
$42.6K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
350New |
$8.81K - $10.2K
|
350
$9.66K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
178New |
$4.48K - $5.19K
|
178
$4.91K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
161New |
$4.05K - $4.69K
|
161
$4.44K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-535- 4.9% |
$13.5K - $15.6K
|
10.4K
$287K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 50.97% |
$33.1K - $38.3K
|
1.26K
$34.9K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.1K- 17.11% |
$128K - $149K
|
24.7K
$681K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.98K- 99.98% |
$150K - $174K
|
1
$27.6
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-6.31K- 15.67% |
$159K - $184K
|
34K
$937K
|