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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$20.6K - $21.2K
|
1K
$22.8K
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.23K+ 12.52% |
$45.7K - $47.1K
|
20K
$456K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
277New |
$5.69K - $5.86K
|
277
$6.32K
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
22.8KNew |
$468K - $482K
|
22.8K
$520K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
44+ 0.8% |
$904 - $931
|
5.53K
$126K
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$247K - $254K
|
12K
$274K
|
|
Q4 2023 | |||||||
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 2.58% |
$234 - $269
|
517
$11.8K
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-98.7K- 73.58% |
$1.78M - $2.05M
|
35.4K
$809K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 43.33% |
$4.68K - $5.38K
|
860
$19.6K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
103New |
$1.85K - $2.13K
|
103
$2.35K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20KNew |
$361K - $415K
|
20K
$457K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.75KNew |
$176K - $202K
|
9.75K
$222K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.05KNew |
$73K - $84K
|
4.05K
$92.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.07KNew |
$73.3K - $84.3K
|
4.07K
$92.8K
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30KNew |
$540K - $621K
|
30K
$684K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
500+ 2.0% |
$9K - $10.4K
|
25.5K
$581K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
470KNew |
$8.46M - $9.73M
|
470K
$10.7M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$630 - $725
|
35
$798
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.32K- 33.36% |
$95.7K - $110K
|
10.6K
$242K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
19.7KNew |
$375K - $394K
|
19.7K
$449K
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
331K+ 234.07% |
$6.3M - $6.63M
|
473K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 2.53% |
$28.1K - $29.5K
|
56.8K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400New |
$7.61K - $8K
|
400
$9.12K
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5KNew |
$95.1K - $99.9K
|
5K
$114K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.91K- 69.85% |
$170K - $178K
|
3.85K
$87.8K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.7KNew |
$299K - $328K
|
16.7K
$381K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-236- 2.26% |
$4.23K - $4.64K
|
10.2K
$233K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 2.86% |
$108 - $118
|
216
$4.93K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-600- 4.18% |
$10.8K - $11.8K
|
13.8K
$314K
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
10KNew |
$179K - $196K
|
10K
$228K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200+ 19.05% |
$3.61K - $4.33K
|
1.25K
$28.5K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.49K- 25.53% |
$62.9K - $75.5K
|
10.2K
$232K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-7- 0.35% |
$126 - $152
|
1.99K
$45.5K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-657- 30.46% |
$11.8K - $14.2K
|
1.5K
$34.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.23KNew |
$40.3K - $48.4K
|
2.23K
$50.9K
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
26.2K+ 57.18% |
$473K - $568K
|
72.1K
$1.64M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.11K+ 129.26% |
$128K - $154K
|
12.6K
$288K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.5K+ 19.57% |
$80.9K - $88.8K
|
27.5K
$627K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
91+ 25.49% |
$1.64K - $1.8K
|
448
$10.2K
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.02K+ 8.72% |
$18.3K - $20.1K
|
12.7K
$289K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
300New |
$5.39K - $5.92K
|
300
$6.84K
|
|
Q3 2022 | |||||||
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
53.8KNew |
$1.02M - $1.24M
|
53.8K
$1.23M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
15.9KNew |
$302K - $367K
|
15.9K
$363K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.5KNew |
$28.5K - $34.6K
|
1.5K
$34.2K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8+ 0.08% |
$152 - $185
|
10.5K
$240K
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29.5KNew |
$559K - $680K
|
29.5K
$672K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.4KNew |
$691K - $841K
|
36.4K
$831K
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-36.9K- 40.16% |
$700K - $851K
|
55K
$1.25M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
11.8KNew |
$223K - $272K
|
11.8K
$269K
|
|
Q2 2022 | |||||||
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
200New |
$4.16K - $4.81K
|
200
$4.56K
|