Global Retirement Partners, LLC Alps ETF Tr Clean Energy ETF Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$28.37 - $36.73 $3,376 - $4,370	-119 Reduced 22.93%	400 $14,000
Q1 2023 May 05, 2023	SELL	$42.88 - $54.21 $76,583 - $96,819	-1,786 Reduced 77.48%	519 $24,000
Q4 2022 Feb 13, 2023	SELL	$44.13 - $59.18 $20,476 - $27,459	-464 Reduced 16.76%	2,305 $104,000
Q1 2022 Jul 14, 2022	BUY	$48.6 - $65.5 $134,573 - $181,369	2,769 New	2,769 $134,000
Q4 2021 Jan 21, 2022	SELL	$61.41 - $81.83 $177,597 - $236,652	-2,892 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$70.86 - $100.32 $14,951 - $21,167	211 Added 7.87%	2,892 $226,000
Q4 2020 Jan 13, 2021	BUY	$55.21 - $80.15 $136,976 - $198,852	2,481 Added 1240.5%	2,681 $215,000
Q3 2020 Oct 09, 2020	BUY	$39.33 - $55.43 $7,866 - $11,086	200 New	200 $11,000

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

$80.7 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.63M
Shares

$41.8 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

248K
Shares

$6.36 Million
0.01% of portfolio
Morgan Stanley New York, NY

83K
Shares

$2.13 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80.9K
Shares

$2.08 Million
0.0% of portfolio

About ALPS ETF TR CLEAN ENERGY ETF

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