Purchases and Sales Made in Q3 2025 in ETF Ser Solutions Aam Transfor (TRFM)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM) during Q3 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM TRANSFOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
297K+ 28.97% |
$12.6M - $14.6M
|
1.32M
$62.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.9K+ 38.93% |
$1.32M - $1.52M
|
110K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18K+ 2981.92% |
$765K - $885K
|
18.6K
$878K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.81K+ 48.17% |
$290K - $335K
|
20.9K
$990K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.96K+ 78.23% |
$211K - $244K
|
11.3K
$534K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.73KNew |
$201K - $233K
|
4.73K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 19.58% |
$176K - $204K
|
25.3K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.24K+ 17.98% |
$138K - $159K
|
21.2K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.08KNew |
$131K - $152K
|
3.08K
$146K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
766+ 2.22% |
$32.6K - $37.7K
|
35.3K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
471+ 8.42% |
$20K - $23.2K
|
6.07K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
298New |
$12.7K - $14.7K
|
298
$14.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
287+ 8.55% |
$12.2K - $14.1K
|
3.65K
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 0.53% |
$6.51K - $7.53K
|
28.8K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48+ 0.09% |
$2.04K - $2.36K
|
53.9K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.4K- 82.93% |
$697K - $806K
|
3.37K
$159K
|
|