Halpern Financial, Inc. Etfis Ser Tr I Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Sep 21, 2023	SELL	$24.34 - $25.3 $12,048 - $12,523	-495 Closed	0 $0
Q3 2021 Sep 21, 2023	BUY	$24.75 - $25.43 $12,251 - $12,587	495 New	495 $12.3 Million

Others Institutions Holding PFFA

# of Institutions

144

Shares Held

9.56M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.75M
Shares

$38.5 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

$9.79 Million
0.04% of portfolio
Infrastructure Capital Advisors, LLC New York, NY

317K
Shares

$6.98 Million
1.13% of portfolio

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 Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.