Latest Institutional Transactions on Virtus ETF Tr Ii Seix Sr Ln Et (SEIX)
This table provides information on the latest institutional transactions involving Virtus ETF Tr Ii Seix Sr Ln Et (SEIX) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-121- 1.22% |
$2.86K - $2.92K
|
9.83K
$235K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
142New |
$3.36K - $3.42K
|
142
$3.39K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-34K- 50.25% |
$803K - $818K
|
33.6K
$803K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 43.97% |
$375K - $382K
|
20.2K
$483K
|
|
| Q1 2023 | |||||||
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33New |
$767 - $790
|
33
$788
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.99KNew |
$46.2K - $47.6K
|
1.99K
$47.5K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
82New |
$1.9K - $1.96K
|
82
$1.96K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.55KNew |
$197K - $202K
|
8.55K
$204K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34New |
$782 - $814
|
34
$812
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.74KNew |
$201K - $209K
|
8.74K
$209K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-8.29K- 3.12% |
$190K - $198K
|
258K
$6.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14.2K- 94.41% |
$326K - $339K
|
840
$20.1K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.21KClosed |
$121K - $129K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-37Closed |
$900 - $931
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2KNew |
$29.9K - $30.1K
|
1.2K
$28.5K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
400New |
$9.88K - $9.99K
|
400
$9.55K
|
|