Purchases and Sales Made in Q3 2023 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 2.53% |
$28.1K - $29.5K
|
56.8K
$1.25M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.77K- 53.03% |
$33.7K - $35.5K
|
1.57K
$34.6K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6K- 60.77% |
$114K - $120K
|
3.87K
$85.2K
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-7.39K- 12.5% |
$141K - $148K
|
51.7K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.91K- 69.85% |
$170K - $178K
|
3.85K
$84.6K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-9.8K- 28.2% |
$186K - $196K
|
25K
$549K
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-19.2K- 12.5% |
$365K - $383K
|
134K
$2.95M
|