Pathstone Family Office, LLC First Tr ETF Indxx Innovation Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$28.44 - $32.11 $16,978 - $19,169	-597 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	597 New	597 $15,000
Q2 2018 Aug 10, 2018	SELL	N/A	-597 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	597 New	597 $17,000

Others Institutions Holding LEGR

# of Institutions

65

Shares Held

880K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

110K
Shares

$6.09 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

107K
Shares

$5.95 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

94K
Shares

$5.23 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

52.5K
Shares

$2.92 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

40.2K
Shares

$2.24 Million
0.0% of portfolio

About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
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