Purchases and Sales Made in Q4 2024 in Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD) during Q4 2024. The information is specifically focused on institutions that hold shares of CAMBRIA FOREIGN SHAREHOLDER YI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
160KNew |
$3.99M - $4.49M
|
160K
$4.13M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
121K+ 5.52% |
$3M - $3.38M
|
2.31M
$59.4M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
65.5KNew |
$1.63M - $1.83M
|
65.5K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
52.2K+ 13.19% |
$1.3M - $1.46M
|
448K
$11.5M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
26.3K+ 17.3% |
$653K - $736K
|
178K
$4.59M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.28K+ 3.56% |
$181K - $204K
|
212K
$5.45M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.72K+ 9.51% |
$67.5K - $76K
|
31.3K
$805K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.37K+ 5.11% |
$58.8K - $66.3K
|
48.7K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.23KNew |
$30.5K - $34.3K
|
1.23K
$31.5K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.96K- 13.48% |
$48.7K - $54.8K
|
12.6K
$324K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.22K- 3.56% |
$155K - $174K
|
168K
$4.33M
|