Purchases and Sales Made in Q1 2023 in ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF OPPORTUNITIES TR AMERICAN .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$319K - $346K
|
10.8K
$475K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.07KNew |
$238K - $258K
|
8.07K
$355K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.58K+ 65.04% |
$135K - $146K
|
11.6K
$511K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3.31K+ 894.59% |
$97.7K - $106K
|
3.68K
$162K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23KNew |
$36.4K - $39.4K
|
1.23K
$54.2K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
847+ 3.08% |
$25K - $27.1K
|
28.4K
$1.25M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
274+ 91.33% |
$8.09K - $8.76K
|
574
$25.2K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
249+ 0.81% |
$7.35K - $7.96K
|
31K
$1.36M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
196New |
$5.79K - $6.27K
|
196
$8.62K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
154+ 1.68% |
$4.55K - $4.92K
|
9.33K
$410K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
120+ 30.53% |
$3.54K - $3.84K
|
513
$22.6K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115+ 1.49% |
$3.39K - $3.68K
|
7.83K
$344K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-200- 36.36% |
$5.9K - $6.4K
|
350
$15.4K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.03K- 8.98% |
$89.4K - $96.9K
|
30.7K
$1.35M
|