Purchases and Sales Made in Q4 2024 in Bondbloxx ETF Tr Ccc Rated Usd (XCCC)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Ccc Rated Usd (XCCC) during Q4 2024. The information is specifically focused on institutions that hold shares of BONDBLOXX ETF TR CCC-RATED USD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
113KNew |
$4.41M - $4.51M
|
113K
$4.32M
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
39.8K+ 18.65% |
$1.55M - $1.59M
|
253K
$9.68M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
39.8K+ 18.65% |
$1.55M - $1.59M
|
253K
$9.68M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7KNew |
$1.51M - $1.54M
|
38.7K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
30KNew |
$1.17M - $1.2M
|
30K
$1.15M
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
28.7K+ 198.51% |
$1.12M - $1.15M
|
43.2K
$1.65M
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
27.2K+ 167.83% |
$1.06M - $1.08M
|
43.4K
$1.66M
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
24.4KNew |
$952K - $973K
|
24.4K
$932K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20K+ 33.81% |
$782K - $799K
|
79.3K
$3.03M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.5KNew |
$371K - $379K
|
9.5K
$363K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.52KNew |
$215K - $220K
|
5.52K
$211K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.38KNew |
$210K - $214K
|
5.38K
$206K
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
2.57K+ 21.98% |
$100K - $103K
|
14.3K
$545K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85KNew |
$72.3K - $73.9K
|
1.85K
$70.8K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.32KNew |
$51.5K - $52.6K
|
1.32K
$50.5K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
826+ 2.33% |
$32.2K - $32.9K
|
36.3K
$1.39M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
230+ 13.51% |
$8.97K - $9.17K
|
1.93K
$73.8K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
187+ 2.81% |
$7.3K - $7.46K
|
6.85K
$262K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
27+ 50.0% |
$1.05K - $1.08K
|
81
$3.1K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|