Purchases and Sales Made in Q3 2024 in Etfis Ser Tr I Virtus Private (VPC)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Private (VPC) during Q3 2024. The information is specifically focused on institutions that hold shares of ETFIS SER TR I VIRTUS PRIVATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.1KNew |
$1.13M - $1.2M
|
52.1K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.7KNew |
$231K - $246K
|
10.7K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
7.11K+ 7.48% |
$154K - $164K
|
102K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$109K - $116K
|
5K
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 502.46% |
$70.9K - $75.6K
|
3.92K
$85.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.15K+ 4.91% |
$24.9K - $26.6K
|
24.6K
$538K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
294+ 1.74% |
$6.38K - $6.8K
|
17.2K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25New |
$543 - $579
|
25
$548
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-853- 2.65% |
$18.5K - $19.7K
|
31.3K
$686K
|