Avantax Advisory Services, Inc. Alps ETF Tr Clean Energy ETF Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$28.37 - $36.73 $67,520 - $87,417	-2,380 Reduced 15.85%	12,635 $453,000
Q3 2023 Nov 07, 2023	SELL	$36.55 - $49.84 $32,821 - $44,756	-898 Reduced 5.64%	15,015 $549,000
Q2 2023 Aug 11, 2023	BUY	$40.32 - $46.57 $3,830 - $4,424	95 Added 0.6%	15,913 $718,000
Q1 2023 Apr 28, 2023	SELL	$42.88 - $54.21 $25,427 - $32,146	-593 Reduced 3.61%	15,818 $735,000
Q4 2022 Feb 13, 2023	SELL	$44.13 - $59.18 $128,153 - $171,858	-2,904 Reduced 15.03%	16,411 $746,000
Q3 2022 Nov 01, 2022	SELL	$48.84 - $67.34 $13,137 - $18,114	-269 Reduced 1.37%	19,315 $1.07 Million
Q2 2022 Aug 02, 2022	BUY	$43.79 - $65.05 $4,028 - $5,984	92 Added 0.47%	19,584 $952,000
Q1 2022 Apr 27, 2022	SELL	$48.6 - $65.5 $108,572 - $146,327	-2,234 Reduced 10.28%	19,492 $1.24 Million
Q4 2021 Jan 24, 2022	SELL	$61.41 - $81.83 $23,335 - $31,095	-380 Reduced 1.72%	21,726 $1.39 Million
Q3 2021 Oct 21, 2021	BUY	$65.61 - $75.33 $136,403 - $156,611	2,079 Added 10.38%	22,106 $1.46 Million
Q2 2021 Jul 29, 2021	BUY	$61.84 - $78.24 $143,901 - $182,064	2,327 Added 13.15%	20,027 $1.52 Million
Q1 2021 May 13, 2021	BUY	$70.86 - $100.32 $1.25 Million - $1.78 Million	17,700 New	17,700 $1.39 Million

Others Institutions Holding ACES

# of Institutions

55

Shares Held

5.77M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

3.15M
Shares

$86.3 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.63M
Shares

$44.7 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

248K
Shares

$6.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

83K
Shares

$2.27 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80.9K
Shares

$2.22 Million
0.0% of portfolio

About ALPS ETF TR CLEAN ENERGY ETF

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