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 74 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $49.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
305
shares
|
$14,322
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$14,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
284
shares
|
$13,336
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
266
shares
|
$12,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
205
shares
|
$9,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
181
shares
|
$8,499
0.0% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
120
shares
|
$5,635
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
103
shares
|
$4,836
0.0% of portfolio
|
Q4 2024
Reduced 77.21%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
90
shares
|
$4,226
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$2,113
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
45
shares
|
$2,113
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$1,549
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
32
shares
|
$1,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
25
shares
|
$1,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|