Purchases and Sales Made in Q1 2024 in ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF) during Q1 2024. 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 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.8K+ 38.21% |
$746K - $840K
|
75.1K
$3.37M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$453K - $510K
|
12.6K
$566K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.02KNew |
$324K - $365K
|
9.02K
$405K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.48KNew |
$233K - $262K
|
6.48K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.15KNew |
$221K - $249K
|
6.15K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.02KNew |
$216K - $244K
|
6.02K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 44.47% |
$172K - $194K
|
15.6K
$699K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.99K+ 13.56% |
$144K - $162K
|
33.4K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.28K+ 12.3% |
$46.1K - $52K
|
11.7K
$526K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
550New |
$19.8K - $22.3K
|
550
$24.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
500New |
$18K - $20.2K
|
500
$22.5K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76+ 0.52% |
$2.73K - $3.08K
|
14.7K
$659K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
45+ 8.65% |
$1.62K - $1.82K
|
565
$25.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
21+ 0.18% |
$755 - $850
|
11.9K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16+ 0.25% |
$575 - $648
|
6.46K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.16% |
$288 - $324
|
4.92K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.12% |
$180 - $202
|
4.32K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-165- 37.08% |
$5.93K - $6.68K
|
280
$12.6K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-212- 1.85% |
$7.62K - $8.58K
|
11.2K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-348- 1.05% |
$12.5K - $14.1K
|
32.7K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.24K- 2.61% |
$44.5K - $50.1K
|
46.1K
$2.07M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.34K- 4.18% |
$48.2K - $54.2K
|
30.7K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.6K- 69.13% |
$525K - $592K
|
6.53K
$293K
|