Ambassador Advisors, LLC Indexiq ETF Tr Chaikin Us Smal Transaction History

Ambassador Advisors, LLC

$548 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$34.86 - $38.36 $218,014 - $239,903	-6,254 Closed	0 $0
Q3 2021 Nov 16, 2021	SELL	$33.27 - $36.0 $632 - $684	-19 Reduced 0.3%	6,254 $221,000
Q2 2021 Aug 16, 2021	SELL	$34.11 - $36.95 $31,040 - $33,624	-910 Reduced 12.67%	6,273 $224,000
Q1 2021 May 13, 2021	SELL	$28.78 - $36.36 $47,659 - $60,212	-1,656 Reduced 18.74%	7,183 $248,000
Q4 2020 Feb 17, 2021	SELL	$22.43 - $29.52 $3,633 - $4,782	-162 Reduced 1.8%	8,839 $258,000
Q3 2020 Nov 13, 2020	SELL	$20.77 - $23.92 $21,330 - $24,565	-1,027 Reduced 10.24%	9,001 $199,000
Q2 2020 Aug 13, 2020	BUY	$15.49 - $24.12 $1,037 - $1,616	67 Added 0.67%	10,028 $217,000
Q1 2020 May 12, 2020	BUY	$14.38 - $28.0 $143,239 - $278,908	9,961 New	9,961 $172,000

Others Institutions Holding CSML

# of Institutions

1

Shares Held

285

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

285
Shares

$9,960
0.0% of portfolio

About INDEXIQ ETF TR CHAIKIN US SMAL

Ticker CSML
Sector ETFs
Industry ETFs

More about CSML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ambassador Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ambassador Advisors, LLC with notifications on news.