American Institute For Advanced Investment Management, LLP First Tr Nasdaq Clean Edge Gre Transaction History

American Institute For Advanced Investment Management, LLP

$134 Million
Q1 2025

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$43.56 - $52.25 $4,965 - $5,956	-114 Reduced 0.99%	11,447 $585,000
Q1 2023 Apr 28, 2023	SELL	$45.55 - $58.44 $144,621 - $185,547	-3,175 Reduced 21.55%	11,561 $603,000
Q4 2022 Feb 27, 2023	BUY	$45.71 - $60.75 $20,569 - $27,337	450 Added 3.15%	14,736 $695,000
Q4 2022 Jan 19, 2023	SELL	$45.71 - $60.75 $164,510 - $218,639	-3,599 Reduced 20.12%	14,286 $0
Q3 2022 Oct 25, 2022	BUY	$51.58 - $68.45 $463,188 - $614,681	8,980 Added 100.84%	17,885 $1.02 Million
Q2 2022 Jul 21, 2022	SELL	$46.08 - $67.28 $330,163 - $482,061	-7,165 Reduced 44.59%	8,905 $465,000
Q1 2022 Apr 20, 2022	BUY	$51.8 - $70.08 $60,347 - $81,643	1,165 Added 7.82%	16,070 $1.04 Million
Q4 2021 Feb 10, 2022	BUY	$60.81 - $81.69 $906,373 - $1.22 Million	14,905 New	14,905 $1.01 Million

Others Institutions Holding QCLN

# of Institutions

178

Shares Held

3.5M

Call Options Held

300

Put Options Held

3.1K

Morgan Stanley New York, NY

336K
Shares

$10.2 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$6.87 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

216K
Shares

$6.58 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

181K
Shares

$5.51 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

158K
Shares

$4.8 Million
0.0% of portfolio

View Full List

About FIRST TR NASDAQ CLEAN EDGE GRE

Ticker QCLN
Sector ETFs
Industry ETFs

More about QCLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of American Institute For Advanced Investment Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on American Institute For Advanced Investment Management, LLP with notifications on news.

Account