Latest Institutional Transactions on American Centy ETF Tr Multisec (MUSI)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Multisec (MUSI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.83K+ 2.43% |
$319K - $342K
|
330K
$14.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
6.91KNew |
$282K - $302K
|
6.91K
$305K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 100.0% |
$326 - $350
|
16
$707
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-177- 88.5% |
$7.37K - $7.63K
|
23
$1.02K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.41K- 37.54% |
$142K - $147K
|
5.67K
$251K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
956+ 19.78% |
$40.8K - $41.9K
|
5.79K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$128 - $132
|
3
$133
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$426 - $442
|
10
$442
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$878 - $912
|
21
$928
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
430New |
$18K - $18.7K
|
430
$19K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
51.4KNew |
$2.25M - $2.4M
|
51.4K
$2.27M
|
|