Latest Institutional Transactions on Etfis Ser Tr I (PFFA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (PFFA) 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.45K+ 11.03% |
$49.2K - $52.3K
|
24.7K
$563K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.7KNew |
$214K - $228K
|
10.7K
$243K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.91K+ 15.47% |
$179K - $190K
|
66.5K
$1.52M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 10.86% |
$378K - $402K
|
192K
$4.38M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 35.94% |
$1.57K - $1.67K
|
295
$6.73K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
51New |
$1.03K - $1.09K
|
51
$1.16K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 1.39% |
$24.9K - $26.5K
|
88.3K
$2.01M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
104+ 3.86% |
$2.09K - $2.22K
|
2.8K
$63.8K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
238New |
$4.78K - $5.08K
|
238
$5.43K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-118- 3.28% |
$2.37K - $2.52K
|
3.48K
$79.5K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.2% |
$40.2 - $42.7
|
93
$2.12K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
65+ 0.66% |
$1.31K - $1.39K
|
9.99K
$228K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
46.6KNew |
$937K - $995K
|
46.6K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.95K- 2.1% |
$39.2K - $41.6K
|
90.9K
$2.07M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 11.57% |
$24.1K - $25.6K
|
11.6K
$264K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252+ 5.22% |
$5.07K - $5.38K
|
5.08K
$116K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.67% |
$402 - $427
|
3.01K
$68.6K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65K+ 5.23% |
$114K - $121K
|
114K
$2.59M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.09K+ 49.56% |
$143K - $151K
|
21.4K
$488K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.73K+ 9.63% |
$75K - $79.7K
|
42.5K
$969K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12.1KNew |
$243K - $258K
|
12.1K
$275K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.9K- 56.16% |
$1.34M - $1.43M
|
52.2K
$1.19M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
99.7K+ 57.09% |
$2M - $2.13M
|
274K
$6.26M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.18% |
$40.2 - $42.7
|
1.08K
$24.7K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.2K+ 3425.1% |
$708K - $752K
|
36.2K
$827K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 1.87% |
$29.9K - $31.8K
|
81.1K
$1.85M
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.41K+ 26.5% |
$189K - $201K
|
44.9K
$1.02M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
49+ 2.42% |
$985 - $1.05K
|
2.07K
$47.2K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16K+ 53.96% |
$322K - $342K
|
45.6K
$1.04M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.3K- 9.26% |
$46.3K - $49.2K
|
22.6K
$515K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.7K- 3.61% |
$54.2K - $57.6K
|
72.1K
$1.64M
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.03K- 6.85% |
$81K - $86K
|
54.8K
$1.25M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
219+ 4.61% |
$4.4K - $4.68K
|
4.97K
$113K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 2.43% |
$482 - $512
|
1.01K
$23K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$244K - $259K
|
12.1K
$276K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-61.2K- 67.26% |
$1.23M - $1.31M
|
29.8K
$679K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
117+ 18.08% |
$2.35K - $2.5K
|
764
$17.4K
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 4.35% |
$20.1 - $21.4
|
24
$547
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.9K+ 6.47% |
$279K - $296K
|
228K
$5.21M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43K+ 32.71% |
$864K - $918K
|
174K
$3.98M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
8+ 0.31% |
$161 - $171
|
2.63K
$60K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
892New |
$17.9K - $19K
|
892
$20.3K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 40.56% |
$32.9K - $33.9K
|
5.55K
$127K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.79% |
$20.6 - $21.2
|
127
$2.9K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.71K+ 242.78% |
$35.2K - $36.3K
|
2.42K
$55.2K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24+ 0.12% |
$493 - $508
|
19.4K
$442K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.77K+ 5007.69% |
$201K - $207K
|
9.96K
$227K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
800+ 4.55% |
$16.4K - $16.9K
|
18.4K
$420K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.18% |
$144 - $148
|
3.88K
$88.5K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51New |
$1.05K - $1.08K
|
51
$1.16K
|