Latest Institutional Transactions on Etfis Ser Tr I (AMZA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (AMZA) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84New |
$3.23K - $3.59K
|
84
$4.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$11.6K - $12.8K
|
300
$14.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.57KNew |
$291K - $323K
|
7.57K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 3.13% |
$38.5 - $42.7
|
33
$1.58K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
328New |
$12.6K - $14K
|
328
$15.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 2.04% |
$154 - $171
|
200
$9.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
500New |
$19.3K - $21.4K
|
500
$23.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74+ 1.36% |
$2.85K - $3.16K
|
5.52K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2+ 0.02% |
$77 - $85.4
|
8.09K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-204- 3.37% |
$7.86K - $8.71K
|
5.85K
$280K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
400+ 4.02% |
$15.2K - $16.8K
|
10.3K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.9K
|
353
$16.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$38 - $42.1
|
1
$47.8
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
32New |
$1.22K - $1.35K
|
32
$1.53K
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.25K - $6.18K
|
150
$7.17K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-3.5K- 28.93% |
$123K - $144K
|
8.6K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110- 11.39% |
$3.85K - $4.53K
|
856
$40.9K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
305New |
$10.7K - $12.6K
|
305
$14.6K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.01KNew |
$175K - $206K
|
5.01K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$17.5K - $20.6K
|
500
$23.9K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
432+ 36.36% |
$15.1K - $17.8K
|
1.62K
$77.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
68+ 8.73% |
$2.38K - $2.8K
|
847
$40.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$14K - $16.5K
|
400
$19.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-9.7K- 97.98% |
$340K - $400K
|
200
$9.56K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$44.2K - $52K
|
1.26K
$60.3K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$3.27K - $3.77K
|
100
$4.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-42- 2.81% |
$1.37K - $1.58K
|
1.45K
$69.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
379New |
$12.4K - $14.3K
|
379
$18.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$1.47K - $1.69K
|
45
$2.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-4.25K- 94.36% |
$139K - $160K
|
254
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-764- 9.38% |
$25K - $28.8K
|
7.38K
$353K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.08K+ 2.9% |
$101K - $110K
|
109K
$5.22M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.85KNew |
$270K - $297K
|
8.85K
$423K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-226- 1.38% |
$6.9K - $7.59K
|
16.2K
$774K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
122KNew |
$3.74M - $4.11M
|
122K
$5.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.23KNew |
$160K - $176K
|
5.23K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.85KNew |
$270K - $297K
|
8.85K
$423K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
152New |
$4.49K - $5.27K
|
152
$7.26K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.13KNew |
$63K - $73.9K
|
2.13K
$102K
|
|
| Q4 2022 | |||||||
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.72KNew |
$195K - $226K
|
6.72K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
8.56KNew |
$248K - $288K
|
8.56K
$409K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.2KNew |
$122K - $141K
|
4.2K
$201K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-9K- 39.39% |
$261K - $303K
|
13.9K
$662K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10New |
$256 - $335
|
10
$478
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$2.56K - $3.35K
|
100
$4.78K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
52New |
$1.32K - $1.78K
|
52
$2.48K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-130Closed |
$3.3K - $4.45K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.3KNew |
$466K - $627K
|
18.3K
$876K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1KClosed |
$26.6K - $31K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-875Closed |
$23.2K - $27.1K
|
0
$0
|
|