Ifp Advisors, Inc Spdr S&P Kensho Clean Power Et Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$58.42 - $73.05 $3,213 - $4,017	55 New	55 $3,000
Q4 2022 Feb 07, 2023	BUY	$77.34 - $93.43 $309 - $373	4 Added 7.14%	60 $2,000
Q3 2022 Nov 08, 2022	BUY	$76.76 - $103.98 $1,151 - $1,559	15 Added 36.59%	56 $2,000
Q2 2022 Sep 06, 2022	BUY	$69.85 - $93.21 $2,863 - $3,821	41 New	41 $1,000
Q2 2022 Aug 12, 2022	SELL	$69.85 - $93.21 $2,863 - $3,821	-41 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$86.81 - $112.53 $3,559 - $4,613	41 New	41 $4,000
Q3 2021 Oct 06, 2021	SELL	$91.31 - $105.39 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$92.49 - $113.55 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$104.02 - $146.84 $0 - $0	0 New	0 $0

Others Institutions Holding CNRG

# of Institutions

77

Shares Held

664K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

229K
Shares

$13.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

121K
Shares

$7.14 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

70.2K
Shares

$4.15 Million
0.0% of portfolio
Exchange Capital Management, Inc.

25.1K
Shares

$1.48 Million
0.26% of portfolio
Wealth Care Investment Partners, LLC

16.4K
Shares

$969,921
0.46% of portfolio

About SPDR S&P KENSHO CLEAN POWER ET

Ticker CNRG
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