Latest Institutional Purchases of Listed Fds Tr Wahed Dow Jones (UMMA)
This list provides information on the latest institutional transactions involving Listed Fds Tr Wahed Dow Jones (UMMA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82.6K+ 195.3% |
$1.92M - $2.15M
|
125K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.9KNew |
$183K - $206K
|
7.9K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.19K+ 22.25% |
$167K - $187K
|
39.5K
$970K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.56K+ 7.81% |
$82.6K - $92.8K
|
49.2K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 48.93% |
$80.9K - $90.9K
|
10.6K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.46KNew |
$57K - $64.1K
|
2.46K
$60.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
598+ 4.31% |
$13.9K - $15.6K
|
14.5K
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
51+ 0.56% |
$1.18K - $1.33K
|
9.15K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1K+ 353.07% |
$682K - $758K
|
38.6K
$948K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 148.93% |
$534K - $593K
|
39.4K
$967K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 18.11% |
$4.87K - $5.41K
|
1.4K
$34.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.7 - $25.2
|
1
$24.6
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 25.55% |
$349K - $387K
|
78.3K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.05K+ 27.7% |
$44.9K - $49.9K
|
9.45K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
168+ 202.41% |
$3.68K - $4.09K
|
251
$6.16K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.84KNew |
$170K - $202K
|
8.84K
$217K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
220New |
$4.36K - $4.97K
|
220
$5.4K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2KNew |
$41.8K - $45.3K
|
2K
$49K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8KNew |
$198K - $241K
|
11.8K
$290K
|
|