Montag A & Associates Inc First Tr Nasdaq Clean Edge Gre Transaction History

Montag A & Associates Inc

$1.97 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$51.8 - $70.08 $777 - $1,051	-15 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$62.05 - $88.17 $930 - $1,322	15 New	15 $1,000

Others Institutions Holding QCLN

# of Institutions

178

Shares Held

3.5M

Call Options Held

300

Put Options Held

3.1K

Morgan Stanley New York, NY

336K
Shares

$10.4 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$6.98 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

216K
Shares

$6.68 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

181K
Shares

$5.59 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

158K
Shares

$4.88 Million
0.0% of portfolio

About FIRST TR NASDAQ CLEAN EDGE GRE

Ticker QCLN
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