Latest Institutional Transactions on Etfis Ser Tr I (PFFA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (PFFA) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.86K- 48.43% |
$39K - $42.8K
|
1.98K
$43.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.47K+ 41.97% |
$198K - $218K
|
32K
$704K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$2.09K - $2.3K
|
100
$2.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 30.52% |
$292K - $320K
|
59.6K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
184+ 0.41% |
$3.85K - $4.23K
|
45.1K
$991K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
550New |
$11.5K - $12.6K
|
550
$12.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1K+ 50.18% |
$20.9K - $23K
|
2.99K
$65.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
176KNew |
$3.68M - $4.03M
|
176K
$3.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$23K - $25.3K
|
1.1K
$24.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
408+ 4.15% |
$8.54K - $9.38K
|
10.2K
$225K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
461New |
$9.27K - $9.84K
|
461
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
500+ 3.73% |
$10.1K - $10.7K
|
13.9K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.32K- 92.45% |
$86.9K - $92.3K
|
353
$7.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 60.0% |
$6.03K - $6.41K
|
800
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
65New |
$1.31K - $1.39K
|
65
$1.43K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$22.1K - $23.5K
|
1.1K
$24.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
238New |
$4.78K - $5.08K
|
238
$5.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.73K+ 9.63% |
$75K - $79.7K
|
42.5K
$934K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.18% |
$40.2 - $42.7
|
1.08K
$23.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
892New |
$17.9K - $19K
|
892
$19.6K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-138- 73.02% |
$2.84K - $2.92K
|
51
$1.12K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.79% |
$20.6 - $21.2
|
127
$2.79K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24+ 0.12% |
$493 - $508
|
19.4K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
800+ 4.55% |
$16.4K - $16.9K
|
18.4K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$20.6K - $21.2K
|
1K
$22K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
22.8KNew |
$468K - $482K
|
22.8K
$501K
|
|
| Q4 2023 | |||||||
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 2.58% |
$234 - $269
|
517
$11.4K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-98.7K- 73.58% |
$1.78M - $2.05M
|
35.4K
$779K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 43.33% |
$4.68K - $5.38K
|
860
$18.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
103New |
$1.85K - $2.13K
|
103
$2.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20KNew |
$361K - $415K
|
20K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.75KNew |
$176K - $202K
|
9.75K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.05KNew |
$73K - $84K
|
4.05K
$89.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.07KNew |
$73.3K - $84.3K
|
4.07K
$89.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30KNew |
$540K - $621K
|
30K
$659K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$630 - $725
|
35
$769
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.32K- 33.36% |
$95.7K - $110K
|
10.6K
$233K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
19.7KNew |
$375K - $394K
|
19.7K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400New |
$7.61K - $8K
|
400
$8.79K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5KNew |
$95.1K - $99.9K
|
5K
$110K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.7KNew |
$299K - $328K
|
16.7K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 2.86% |
$108 - $118
|
216
$4.75K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
10KNew |
$179K - $196K
|
10K
$220K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200+ 19.05% |
$3.61K - $4.33K
|
1.25K
$27.5K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.49K- 25.53% |
$62.9K - $75.5K
|
10.2K
$224K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.23KNew |
$40.3K - $48.4K
|
2.23K
$49.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
26.2K+ 57.18% |
$473K - $568K
|
72.1K
$1.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.11K+ 129.26% |
$128K - $154K
|
12.6K
$277K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.5K+ 19.57% |
$80.9K - $88.8K
|
27.5K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
91+ 25.49% |
$1.64K - $1.8K
|
448
$9.85K
|
|