Purchases and Sales Made in Q2 2023 in Asymshares Asymmetric S&P 500 (ASPY)
This table provides information about the institutional ownership of Asymshares Asymmetric S&P 500 (ASPY) during Q2 2023. The information is specifically focused on institutions that hold shares of ASYMSHARES ASYMMETRIC S&P 500 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 59.69% |
$403K - $429K
|
43K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.97KNew |
$225K - $240K
|
8.97K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.76K+ 1.02% |
$44.1K - $46.9K
|
173K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 5.36% |
$2.51K - $2.67K
|
1.97K
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 100.0% |
$502 - $534
|
40
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 100.0% |
$502 - $534
|
40
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|