Latest Institutional Transactions on Etfis Ser Tr I (AMZA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (AMZA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-98Closed |
$2.39K - $2.93K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-10.5KClosed |
$256K - $313K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$265K - $324K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4KNew |
$97.8K - $120K
|
4K
$166K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-100Closed |
$2.44K - $2.99K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-260Closed |
$6.35K - $7.78K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-250Closed |
$6.11K - $7.48K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-410Closed |
$10K - $12.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-172Closed |
$4.18K - $5.49K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
SELL
|
- |
-500Closed |
$12.1K - $16K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.28KClosed |
$104K - $137K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-10Closed |
$243 - $319
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.38K- 14.32% |
$44.4K - $61.2K
|
14.2K
$589K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
120New |
$2.24K - $3.09K
|
120
$4.97K
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-200Closed |
$3.74K - $5.15K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.2KClosed |
$213K - $347K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
175New |
$2.31K - $3.76K
|
175
$7.24K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.83KClosed |
$100K - $149K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6KClosed |
$136K - $202K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17Closed |
$183 - $425
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.4KClosed |
$154K - $359K
|
0
$0
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-260Closed |
$2.8K - $6.5K
|
0
$0
|
|