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

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 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 22,865 shares of UDI stock, worth $629,702. This represents 0.14% of its overall portfolio holdings.

Number of Shares
22,865
Previous 18,429 24.07%
Holding current value
$629,702
Previous $534,000 26.03%
% of portfolio
0.14%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
7
Shares Held
104K
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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