Capital Wealth Planning, LLC Alps ETF Tr Equal Sector Weigh Transaction History

Capital Wealth Planning, LLC

$10.5 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$94.66 - $100.87 $928,519 - $989,433	-9,809 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$84.93 - $94.18 $833,078 - $923,811	9,809 New	9,809 $920,000

Others Institutions Holding EQL

# of Institutions

56

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

406K
Shares

$53.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

202K
Shares

$26.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

154K
Shares

$20.5 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

117K
Shares

$15.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

71.3K
Shares

$9.46 Million
0.02% of portfolio

About ALPS ETF TR EQUAL SECTOR WEIGH

Ticker EQL
Sector ETFs
Industry ETFs

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