Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Us Vegan Cli (VEGN)
This table provides information about the institutional ownership of ETF Ser Solutions Us Vegan Cli (VEGN) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS US VEGAN CLI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
15.4KNew |
$780K - $859K
|
15.4K
$833K
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
11.2KNew |
$569K - $627K
|
11.2K
$608K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.55KNew |
$231K - $255K
|
4.55K
$247K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.29K+ 229100.0% |
$116K - $128K
|
2.29K
$124K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
573New |
$29.1K - $32.1K
|
573
$31.1K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
415New |
$21.1K - $23.2K
|
415
$22.5K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
225+ 1.11% |
$11.4K - $12.6K
|
20.6K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
50New |
$2.54K - $2.8K
|
50
$2.71K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
31+ 0.22% |
$1.57K - $1.74K
|
14.2K
$772K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3- 0.04% |
$152 - $168
|
7.11K
$386K
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-50- 0.69% |
$2.54K - $2.8K
|
7.16K
$389K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-216- 4.61% |
$11K - $12.1K
|
4.47K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-650- 21.07% |
$33K - $36.4K
|
2.44K
$132K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.13K- 8.7% |
$159K - $175K
|
32.8K
$1.78M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-39.5K- 75.74% |
$2M - $2.21M
|
12.6K
$686K
|