Purchases and Sales Made in Q4 2023 in ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.4K+ 37.42% |
$612K - $710K
|
71.2K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.62K+ 22.27% |
$272K - $316K
|
47.3K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.47KNew |
$236K - $274K
|
7.47K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.88KNew |
$186K - $215K
|
5.88K
$258K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.92KNew |
$155K - $180K
|
4.92K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.54K+ 6.98% |
$112K - $130K
|
54.3K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.02K+ 24.0% |
$63.8K - $74K
|
10.4K
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
794New |
$25.1K - $29.1K
|
794
$34.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
747+ 6.71% |
$23.6K - $27.4K
|
11.9K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
712+ 5.13% |
$22.5K - $26.1K
|
14.6K
$642K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
610New |
$19.3K - $22.3K
|
610
$26.8K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
520New |
$16.4K - $19K
|
520
$22.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
245New |
$7.73K - $8.97K
|
245
$10.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
238New |
$7.51K - $8.72K
|
238
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
212+ 1.89% |
$6.69K - $7.77K
|
11.4K
$503K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
202New |
$6.38K - $7.4K
|
202
$8.88K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
181+ 0.62% |
$5.71K - $6.63K
|
29.4K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.28% |
$379 - $440
|
4.31K
$190K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.78% |
$31.6 - $36.6
|
130
$5.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.0% |
$31.6 - $36.6
|
30.7K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-145- 2.2% |
$4.58K - $5.31K
|
6.45K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-309- 57.97% |
$9.75K - $11.3K
|
224
$9.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 5.47% |
$38.6K - $44.8K
|
21.1K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32K- 3.84% |
$41.7K - $48.4K
|
33.1K
$1.45M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.34K- 4.18% |
$42.3K - $49.1K
|
30.7K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.72K- 20.18% |
$86K - $99.8K
|
10.8K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 42.53% |
$443K - $514K
|
19K
$833K
|