Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-34.3K- 80.87% |
$1.2M - $1.28M
|
8.1K
$308K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-92- 1.18% |
$3.22K - $3.44K
|
7.73K
$294K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.46KNew |
$86.3K - $92K
|
2.46K
$93.7K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-777- 4.62% |
$27.2K - $29K
|
16K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-357- 37.74% |
$12.5K - $13.3K
|
589
$22.4K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-373- 1.18% |
$13.1K - $13.9K
|
31.3K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.03K+ 603.2% |
$211K - $225K
|
7.03K
$268K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-28- 16.18% |
$981 - $1.05K
|
145
$5.52K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-150- 1.76% |
$5.26K - $5.6K
|
8.37K
$318K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.6K+ 245.78% |
$1.42M - $1.52M
|
57.2K
$2.18M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 6.49% |
$35.6K - $37.9K
|
14.6K
$557K
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-132K- 99.88% |
$4.64M - $4.94M
|
156
$5.94K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.83K+ 4.6% |
$99.1K - $106K
|
64.3K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 55.2% |
$441K - $470K
|
10.2K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.23K+ 13.76% |
$78.2K - $83.3K
|
18.4K
$702K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.13K+ 21.85% |
$110K - $117K
|
17.5K
$664K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.4K- 22.78% |
$294K - $314K
|
28.5K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.2K- 56.42% |
$252K - $269K
|
5.56K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 13.67% |
$68.3K - $72.8K
|
12.3K
$469K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.4K- 12.38% |
$996K - $1.06M
|
201K
$7.66M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 28.5% |
$1.1M - $1.17M
|
78.5K
$2.99M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
110+ 1.35% |
$3.85K - $4.11K
|
8.24K
$314K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-246K- 80.43% |
$8.62M - $9.18M
|
59.8K
$2.28M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.7KNew |
$411K - $438K
|
11.7K
$446K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-500- 2.48% |
$17.5K - $18.7K
|
19.7K
$748K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.65KNew |
$303K - $323K
|
8.65K
$329K
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.16K- 16.72% |
$40.8K - $43.5K
|
5.8K
$221K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.21K- 10.92% |
$77.6K - $82.7K
|
18.1K
$687K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-178- 0.92% |
$6.24K - $6.65K
|
19.2K
$729K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154+ 15.17% |
$5.4K - $5.75K
|
1.17K
$44.5K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 49.74% |
$469K - $500K
|
40.3K
$1.53M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-480- 1.01% |
$16.8K - $17.9K
|
47.1K
$1.79M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-443- 6.76% |
$15.5K - $16.5K
|
6.11K
$233K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11K- 1.84% |
$386K - $411K
|
589K
$22.4M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-10- 0.13% |
$350 - $373
|
7.71K
$294K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-718- 1.36% |
$25.2K - $26.8K
|
52.2K
$1.99M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.95K- 23.67% |
$68.3K - $72.8K
|
6.29K
$239K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
18.2KNew |
$638K - $679K
|
18.2K
$692K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.4KNew |
$436K - $465K
|
12.4K
$474K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.76K- 51.83% |
$132K - $140K
|
3.5K
$133K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.6K- 3.87% |
$56K - $59.6K
|
39.7K
$1.51M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
752+ 12.85% |
$26.4K - $28.1K
|
6.6K
$251K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.93K- 30.38% |
$138K - $147K
|
9.02K
$343K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 45.21% |
$94K - $100K
|
8.62K
$328K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
447+ 148.5% |
$15.7K - $16.7K
|
748
$28.5K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.1K- 10.31% |
$495K - $528K
|
123K
$4.68M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.85K- 5.21% |
$64.8K - $69.1K
|
33.7K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-900- 0.63% |
$31.5K - $33.6K
|
142K
$5.4M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.21K- 3.31% |
$42.3K - $45.1K
|
35.2K
$1.34M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.8K- 5.53% |
$238K - $254K
|
116K
$4.42M
|