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 99,244 shares, which have been reported (via 13F filing form) to have a value of $2.97 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
50,626
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
19,346
shares
|
$578,832
0.03% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
18,429
shares
|
$551,395
0.11% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,742
shares
|
$321,400
0.0% of portfolio
|
Q3 2024
Added 2048.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$2,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|