Walkner Condon Financial Advisors LLC Uscf ETF Tr Divid Income Fd Transaction History

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Uscf ETF Tr Divid Income Fd stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 7,175 shares of UDI stock, worth $225,151. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,175
Holding current value
$225,151
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$30.32 - $31.43 $217,546 - $225,510
7,175 New
7,175 $225,000
Q2 2025

Aug 06, 2025
SELL
$26.07 - $29.97 $119,635 - $137,532
-4,589 Reduced 20.07%
18,276 $547,000
Q1 2025

Apr 22, 2025
BUY
$28.46 - $30.45 $126,248 - $135,076
4,436 Added 24.07%
22,865 $673,000
Q4 2024

Jan 29, 2025
BUY
$28.96 - $31.38 $93,309 - $101,106
3,222 Added 21.19%
18,429 $534,000
Q3 2024

Oct 31, 2024
BUY
$26.84 - $29.99 $408,155 - $456,057
15,207 New
15,207 $454,000

Others Institutions Holding UDI

# of Institutions
5
Shares Held
86K
Call Options Held
0
Put Options Held
0
View Full List

About USCF ETF TR DIVID INCOME FD

UDI Quotes by TradingView
  • Ticker UDI
  • Sector ETFs
  • Industry ETFs
More about UDI
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