Who owns LISTED FD TR?
- Ticker: UMMA
- CUSIP Number: 53656f268
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LISTED FD TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
RFG Advisory | 125k | $3.2M | 195% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 49k | $1.3M | 8% | Sep 2024 |
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Envestnet Asset Management | 47k | $1.2M | 20% | Sep 2024 |
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Mercer Global Advisors | 39k | $957k | 353% | Jun 2024 |
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Wealth Enhancement Advisory Services | 32k | $801k | -8% | Jun 2024 |
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Jane Street | 15k | $388k | 100% | Sep 2024 |
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Apollon Wealth Management | 15k | $370k | 4% | Sep 2024 |
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Farther Finance Advisors | 11k | $271k | 49% | Sep 2024 |
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Y.D. More Investments | 9.5k | $241k | 0% | Sep 2024 |
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IFG Advisors | 9.1k | $234k | 1% | Sep 2024 |
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Courage Miller Partners | 7.9k | $202k | 100% | Sep 2024 |
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TD Waterhouse Canada | 5.8k | $148k | 0% | Sep 2024 |
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Providence Capital Advisors | 2.5k | $64k | 0% | Sep 2024 |
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Jaffetilchin Investment Partners | 2.5k | $63k | 100% | Sep 2024 |
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IFP Advisors | 1.4k | $35k | 18% | Jun 2024 |
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Royal Bank of Canada | 1.2k | $29k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 355.00 | $9.1k | 100% | Sep 2024 |
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Larson Financial Group | 106.00 | $2.7k | 100% | Sep 2024 |
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Morgan Stanley | 1.00 | $47.000000 | 100% | Jun 2024 |
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Who sold out of Listed Fd Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Jun 2024 | 12k | $307k |