Coastal Investment Advisors, Inc. Alps ETF Tr Equal Sector Weigh Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$97.95 - $104.36 $2,448 - $2,609	25 New	25 $2,000
Q4 2022 Feb 10, 2023	BUY	$88.15 - $101.3 $2,203 - $2,532	25 New	25 $2,000

Others Institutions Holding EQL

# of Institutions

53

Shares Held

1.44M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

406K
Shares

$51 Million
0.0% of portfolio
Morgan Stanley New York, NY

194K
Shares

$24.4 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

154K
Shares

$19.4 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

117K
Shares

$14.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

66.3K
Shares

$8.34 Million
0.02% of portfolio

About ALPS ETF TR EQUAL SECTOR WEIGH

Ticker EQL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.