Purchases and Sales Made in Q1 2024 in Series Portfolios Tr Adaptiv S (ADPV)
This table provides information about the institutional ownership of Series Portfolios Tr Adaptiv S (ADPV) during Q1 2024. The information is specifically focused on institutions that hold shares of SERIES PORTFOLIOS TR ADAPTIV S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
43K+ 2.37% |
N/A
|
1.85M
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10K+ 73.19% |
N/A
|
23.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 1.03% |
N/A
|
3.94K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|