Latest Institutional Sells of Etfis Ser Tr I (PFFA)
This list provides information on the latest institutional transactions involving Etfis Ser Tr I (PFFA) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 33.01% |
$475K - $490K
|
47K
$1.01M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.8K- 4.56% |
$243K - $250K
|
247K
$5.3M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-11.5K- 68.31% |
$237K - $244K
|
5.35K
$115K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.85K- 11.77% |
$161K - $166K
|
58.8K
$1.26M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.93K- 2.51% |
$39.6K - $40.8K
|
74.8K
$1.6M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.76K- 4.73% |
$36.3K - $37.3K
|
35.5K
$761K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.75K- 2.29% |
$35.9K - $37K
|
74.5K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 10.06% |
$30.8K - $31.8K
|
13.4K
$287K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 10.73% |
$24.5K - $25.3K
|
9.92K
$213K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.17K- 99.49% |
$24K - $24.7K
|
6
$129
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.03K- 6.72% |
$21.2K - $21.8K
|
14.3K
$307K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.02K- 8.11% |
$20.9K - $21.5K
|
11.5K
$247K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-698- 40.44% |
$14.3K - $14.8K
|
1.03K
$22K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-666- 7.46% |
$13.7K - $14.1K
|
8.26K
$177K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-68- 2.53% |
$1.4K - $1.44K
|
2.62K
$56.2K
|
|
Q4 2023 | |||||||
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-98.7K- 73.58% |
$1.78M - $2.05M
|
35.4K
$760K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.32K- 33.36% |
$95.7K - $110K
|
10.6K
$228K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.91K- 69.85% |
$170K - $178K
|
3.85K
$82.4K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 2.53% |
$28.1K - $29.5K
|
56.8K
$1.22M
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-600- 4.18% |
$10.8K - $11.8K
|
13.8K
$295K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-236- 2.26% |
$4.23K - $4.64K
|
10.2K
$219K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.49K- 25.53% |
$62.9K - $75.5K
|
10.2K
$218K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-657- 30.46% |
$11.8K - $14.2K
|
1.5K
$32.1K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-7- 0.35% |
$126 - $152
|
1.99K
$42.7K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-36.9K- 40.16% |
N/A
|
55K
$1.18M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-92K- 80.0% |
N/A
|
23K
$493K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.51K- 92.05% |
N/A
|
821
$17.6K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8.87KClosed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.62KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.26K- 84.98% |
N/A
|
400
$8.57K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.02KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.5K- 99.93% |
N/A
|
1
$21.4
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.27K- 28.02% |
N/A
|
3.26K
$69.8K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-794Closed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-290Closed |
N/A
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-198Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-26.2KClosed |
N/A
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19.5KClosed |
N/A
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-17KClosed |
N/A
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-495Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-356Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.18K- 1.23% |
N/A
|
95K
$2.04M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-165Closed |
N/A
|
0
$0
|