American Institute For Advanced Investment Management, LLP Alps ETF Tr Clean Energy ETF Transaction History

American Institute For Advanced Investment Management, LLP

$157 Million
Q3 2025

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$61.41 - $81.83 $855,257 - $1.14 Million	-13,927 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$65.61 - $75.33 $23,947 - $27,495	-365 Reduced 2.55%	13,927 $921,000
Q2 2021 Jul 20, 2021	BUY	$61.84 - $78.24 $122,505 - $154,993	1,981 Added 16.09%	14,292 $1.08 Million
Q1 2021 May 18, 2021	BUY	$70.86 - $100.32 $233,483 - $330,554	3,295 Added 36.55%	12,311 $961,000
Q4 2020 Jan 28, 2021	BUY	$55.21 - $80.15 $497,773 - $722,632	9,016 New	9,016 $723,000

Others Institutions Holding ACES

# of Institutions

Shares Held

2.96M

Call Options Held

Put Options Held

Cibc Private Wealth Group, LLC

1.26M
Shares

$41 Million
0.06% of portfolio
Cibc Bancorp Usa Inc. Chicago, IL

1.14M
Shares

$37.1 Million
0.05% of portfolio
Wealthfront Advisers LLC

94.4K
Shares

$3.08 Million
0.01% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

63.8K
Shares

$2.08 Million
0.0% of portfolio
Money Design Co.,Ltd.

50.4K
Shares

$1.64 Million
0.06% of portfolio

View Full List

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