Bourgeon Capital Management LLC Alps ETF Tr Clean Energy ETF Transaction History

Bourgeon Capital Management LLC

$520 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	BUY	$70.86 - $100.32 $779 - $1,103	11 Added 366.67%	14 $1,000
Q4 2020 Jan 29, 2021	BUY	$55.21 - $80.15 $165 - $240	3 New	3 $0

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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