Asset Dedication, LLC Alps ETF Tr Equal Sector Weigh Transaction History

Asset Dedication, LLC

$1.25 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 03, 2021	SELL	$84.93 - $94.18 $8,408 - $9,323	-99 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$75.14 - $86.35 $7,438 - $8,548	99 New	99 $9,000

Others Institutions Holding EQL

# of Institutions

63

Shares Held

1.73M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

400K
Shares

$52.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

282K
Shares

$37 Million
0.01% of portfolio
Morgan Stanley New York, NY

218K
Shares

$28.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

154K
Shares

$20.2 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

117K
Shares

$15.3 Million
0.01% of portfolio

About ALPS ETF TR EQUAL SECTOR WEIGH

Ticker EQL
Sector ETFs
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