Halpern Financial, Inc. Etfis Ser Tr I Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Sep 21, 2023	SELL	$24.34 - $25.3 $12,048 - $12,523	-495 Closed	0 $0
Q3 2021 Sep 21, 2023	BUY	$24.75 - $25.43 $12,251 - $12,587	495 New	495 $12.3 Million

Others Institutions Holding PFFA

# of Institutions

170

Shares Held

12.4M

Call Options Held

26.4K

Put Options Held

13.9K

Lpl Financial LLC Fort Mill, SC

2.01M
Shares

$43.2 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

876K
Shares

$18.8 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

641K
Shares

$13.8 Million
0.04% of portfolio
Mml Investors Services, LLC Springfield, MA

603K
Shares

$13 Million
0.05% of portfolio
Robertson Stephens Wealth Management, LLC San Francisco, CA

444K
Shares

$9.55 Million
0.35% of portfolio

About ETFIS SER TR I

Ticker PFFA
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