Institutional Ownership Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 939,536 shares, which have been reported (via 13F filing form) to have a value of $44.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
284
shares
|
$13,444
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
205
shares
|
$9,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
200
shares
|
$9,468
0.0% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
191
shares
|
$9,041
0.0% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
120
shares
|
$5,680
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$4,734
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
89
shares
|
$4,213
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
84
shares
|
$3,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$2,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
44
shares
|
$2,082
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
33
shares
|
$1,562
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
32
shares
|
$1,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|