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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.6K+ 29.87% |
$100K - $107K
|
20K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
145K+ 426.62% |
$3.16M - $3.36M
|
179K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.17% |
$131 - $139
|
3.5K
$74.1K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
10.7KNew |
$234K - $249K
|
10.7K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.26K+ 11.09% |
$49.4K - $52.5K
|
22.7K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
32New |
$698 - $743
|
32
$678
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
380New |
$8.29K - $8.82K
|
380
$8.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.44KNew |
$31.4K - $33.4K
|
1.44K
$30.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.8KNew |
$956K - $1.02M
|
43.8K
$929K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1KNew |
$395K - $420K
|
18.1K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$1.37K - $1.46K
|
63
$1.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$28.4K - $30.2K
|
1.3K
$27.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.01K+ 18.72% |
$22.1K - $23.5K
|
6.42K
$136K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
165+ 36.67% |
$3.6K - $3.83K
|
615
$13K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.19K+ 10.32% |
$91.5K - $97.3K
|
44.8K
$950K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$6.55K - $6.96K
|
300
$6.36K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
410New |
$8.95K - $9.52K
|
410
$8.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.27KClosed |
$27.8K - $29.5K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
600+ 5.36% |
$12.6K - $13.8K
|
11.8K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
46+ 0.45% |
$963 - $1.06K
|
10.2K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$725K - $796K
|
34.6K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.49K+ 2.6% |
$115K - $126K
|
217K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$54.9K - $60.2K
|
2.62K
$55.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 11.16% |
$24.9K - $27.3K
|
9.47K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
11.1KNew |
$233K - $256K
|
11.1K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
72+ 0.73% |
$1.51K - $1.65K
|
9.9K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$20.9K - $23K
|
1K
$21.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$251K - $276K
|
12K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
184+ 0.41% |
$3.85K - $4.23K
|
45.1K
$956K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$2.09K - $2.3K
|
100
$2.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.47K+ 41.97% |
$198K - $218K
|
32K
$679K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.86K- 48.43% |
$39K - $42.8K
|
1.98K
$42.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 30.52% |
$292K - $320K
|
59.6K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
550New |
$11.5K - $12.6K
|
550
$11.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
176KNew |
$3.68M - $4.03M
|
176K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1K+ 50.18% |
$20.9K - $23K
|
2.99K
$63.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$23K - $25.3K
|
1.1K
$23.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
408+ 4.15% |
$8.54K - $9.38K
|
10.2K
$217K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
461New |
$9.27K - $9.84K
|
461
$9.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.32K- 92.45% |
$86.9K - $92.3K
|
353
$7.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 60.0% |
$6.03K - $6.41K
|
800
$17K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
65New |
$1.31K - $1.39K
|
65
$1.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$22.1K - $23.5K
|
1.1K
$23.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
238New |
$4.78K - $5.08K
|
238
$5.05K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.73K+ 9.63% |
$75K - $79.7K
|
42.5K
$901K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.18% |
$40.2 - $42.7
|
1.08K
$23K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
892New |
$17.9K - $19K
|
892
$18.9K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-138- 73.02% |
$2.84K - $2.92K
|
51
$1.08K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.79% |
$20.6 - $21.2
|
127
$2.69K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24+ 0.12% |
$493 - $508
|
19.4K
$411K
|
|