Institutional & Family Asset Management, LLC Alps ETF Tr Clean Energy ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$61.41 - $81.83 $20,265 - $27,003	-330 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$65.61 - $75.33 $3,411 - $3,917	-52 Reduced 13.61%	330 $22,000
Q2 2021 Aug 10, 2021	SELL	$61.84 - $78.24 $12,491 - $15,804	-202 Reduced 34.59%	382 $29,000
Q1 2021 May 06, 2021	BUY	$70.86 - $100.32 $30,753 - $43,538	434 Added 289.33%	584 $46,000
Q4 2020 Feb 03, 2021	BUY	$55.21 - $80.15 $8,281 - $12,022	150 New	150 $12,000

Others Institutions Holding ACES

# of Institutions

Shares Held

5.77M

Call Options Held

Put Options Held

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

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