Latest Institutional Purchases of Etfis Ser Tr I (AMZA)
This list provides information on the latest institutional transactions involving Etfis Ser Tr I (AMZA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
500New |
$19.3K - $21.4K
|
500
$21.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
328New |
$12.6K - $14K
|
328
$14.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$11.6K - $12.8K
|
300
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
205New |
$7.89K - $8.75K
|
205
$8.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84New |
$3.23K - $3.59K
|
84
$3.61K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74+ 1.36% |
$2.85K - $3.16K
|
5.52K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 2.04% |
$154 - $171
|
200
$8.59K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 3.13% |
$38.5 - $42.7
|
33
$1.42K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
400+ 4.02% |
$15.2K - $16.8K
|
10.3K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.9K
|
353
$15.2K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
32New |
$1.22K - $1.35K
|
32
$1.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$38 - $42.1
|
1
$42.9
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.01KNew |
$175K - $206K
|
5.01K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$44.2K - $52K
|
1.26K
$54.2K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$17.5K - $20.6K
|
500
$21.5K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
432+ 36.36% |
$15.1K - $17.8K
|
1.62K
$69.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$14K - $16.5K
|
400
$17.2K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
305New |
$10.7K - $12.6K
|
305
$13.1K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.25K - $6.18K
|
150
$6.44K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
68+ 8.73% |
$2.38K - $2.8K
|
847
$36.4K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
379New |
$12.4K - $14.3K
|
379
$16.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$3.27K - $3.77K
|
100
$4.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$1.47K - $1.69K
|
45
$1.93K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.08K+ 2.9% |
$101K - $110K
|
109K
$4.69M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
122KNew |
$3.74M - $4.11M
|
122K
$5.25M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.85KNew |
$270K - $297K
|
8.85K
$380K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.85KNew |
$270K - $297K
|
8.85K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.23KNew |
$160K - $176K
|
5.23K
$225K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.13KNew |
$63K - $73.9K
|
2.13K
$91.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
152New |
$4.49K - $5.27K
|
152
$6.53K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
8.56KNew |
$248K - $288K
|
8.56K
$367K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.72KNew |
$195K - $226K
|
6.72K
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.2KNew |
$122K - $141K
|
4.2K
$180K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$2.56K - $3.35K
|
100
$4.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10New |
$256 - $335
|
10
$429
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.3KNew |
$466K - $627K
|
18.3K
$787K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
52New |
$1.32K - $1.78K
|
52
$2.23K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
18.5KNew |
$438K - $546K
|
18.5K
$794K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4KNew |
$97.8K - $120K
|
4K
$172K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
120New |
$2.24K - $3.09K
|
120
$5.15K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
175New |
$2.31K - $3.76K
|
175
$7.51K
|
|