Purchases and Sales Made in Q4 2025 in ETF Ser Solutions Aam Transfor (TRFM)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Transfor (TRFM) during Q4 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM TRANSFOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
16.3K+ 77.68% |
$769K - $830K
|
37.2K
$1.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.69K+ 5.0% |
$127K - $137K
|
56.6K
$2.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
395+ 6.51% |
$18.7K - $20.2K
|
6.46K
$306K
|
|
|
Jan 29, 2026
Q4 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-378- 1.78% |
$17.9K - $19.3K
|
20.9K
$987K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-446- 12.24% |
$21.1K - $22.8K
|
3.2K
$151K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-902- 3.14% |
$42.6K - $46K
|
27.9K
$1.32M
|
|