Purchases and Sales Made in Q4 2024 in Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA) during Q4 2024. The information is specifically focused on institutions that hold shares of ETFIS SER TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37.9K+ 50.85% |
$1.49M - $1.79M
|
112K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1KNew |
$399K - $480K
|
10.1K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.66KNew |
$302K - $362K
|
7.66K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.51KNew |
$217K - $261K
|
5.51K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.09KNew |
$43K - $51.6K
|
1.09K
$53.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
950+ 54.29% |
$37.4K - $44.9K
|
2.7K
$131K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
332New |
$13.1K - $15.7K
|
332
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
231+ 4.03% |
$9.1K - $10.9K
|
5.96K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
200+ 2.78% |
$7.88K - $9.46K
|
7.4K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
125+ 20.83% |
$4.93K - $5.91K
|
725
$35.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
61+ 0.16% |
$2.4K - $2.89K
|
37.7K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
51+ 0.53% |
$2.01K - $2.41K
|
9.7K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
25New |
$985 - $1.18K
|
25
$1.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8+ 0.64% |
$315 - $378
|
1.25K
$61K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.12% |
$39.4 - $47.3
|
90
$4.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-333- 4.35% |
$13.1K - $15.8K
|
7.31K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-349- 77.21% |
$13.8K - $16.5K
|
103
$5.02K
|