Personal Cfo Solutions, LLC Alps ETF Tr Equal Sector Weigh Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$94.86 - $103.36 $2.58 Million - $2.81 Million	27,214 New	27,214 $2.71 Million

Others Institutions Holding EQL

# of Institutions

64

Shares Held

1.77M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

400K
Shares

$52.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

282K
Shares

$37.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

218K
Shares

$28.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

154K
Shares

$20.3 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

117K
Shares

$15.4 Million
0.01% of portfolio

About ALPS ETF TR EQUAL SECTOR WEIGH

Ticker EQL
Sector ETFs
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