Wingate Wealth Advisors, Inc. Etfis Ser Tr I Transaction History

Wingate Wealth Advisors, Inc.

$102 Billion
Q4 2024

A detailed history of Wingate Wealth Advisors, Inc. transactions in Etfis Ser Tr I stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 380 shares of PFFA stock, worth $8,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares

380

Holding current value

$8,394

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$21.82 - $23.21 $8,291 - $8,819	380 New	380 $8.32 Million

Others Institutions Holding PFFA

# of Institutions

156

Shares Held

10.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.75M
Shares

$38.7 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

807K
Shares

$17.8 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

634K
Shares

$14 Million
0.03% of portfolio
Mml Investors Services, LLC Springfield, MA

445K
Shares

$9.83 Million
0.04% of portfolio
Robertson Stephens Wealth Management, LLC San Francisco, CA

444K
Shares

$9.81 Million
0.35% of portfolio

View Full List

About ETFIS SER TR I

Ticker PFFA
Sector ETFs
Industry ETFs

More about PFFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Account

Wingate Wealth Advisors, Inc. Etfis Ser Tr I Transaction History