Institutional Ownership Uscf ETF Tr Divid Income Fd (UDI)
This table provides information about the institutional ownership of Uscf ETF Tr Divid Income Fd (UDI). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 122,685 shares, which have been reported (via 13F filing form) to have a value of $3.65 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
46,018
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,060
shares
|
$814,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
23,657
shares
|
$712,075
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,207
shares
|
$457,730
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,742
shares
|
$323,334
0.0% of portfolio
|
Q3 2024
Added 2048.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|