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 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.58KClosed |
$37.7K - $39.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$455 - $477
|
19
$426
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1KNew |
$23.9K - $25.1K
|
1K
$22.4K
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-250Closed |
$5.98K - $6.28K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
44.4KNew |
$1.06M - $1.12M
|
44.4K
$995K
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
BUY
|
- |
3.47KNew |
$83.1K - $87.3K
|
3.47K
$77.8K
|
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.58KClosed |
$37.7K - $39.6K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
600+ 60.0% |
$14.4K - $15.1K
|
1.6K
$35.8K
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-405- 17.23% |
$8.81K - $9.75K
|
1.95K
$43.6K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1KClosed |
$21.8K - $24.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-131Closed |
$2.26K - $2.64K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.25KClosed |
$45.9K - $86.5K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
128New |
$1.38K - $2.6K
|
128
$2.87K
|
|
| Q1 2020 | |||||||
|
Apr 23, 2020
Q1 2020
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.27KClosed |
$73K - $250K
|
0
$0
|
|