Personal Wealth Partners First Tr Nasdaq Clean Edge Gre Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$61.72 - $68.76 $79,125 - $88,150	-1,282 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$54.47 - $70.0 $69,830 - $89,740	1,282 New	1,282 $89,000

Others Institutions Holding QCLN

# of Institutions

169

Shares Held

4.54M

Call Options Held

0

Put Options Held

400

Kingstone Capital Partners Texas, LLC Frisco, TX

1.57M
Shares

$68.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

324K
Shares

$14.1 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$9.84 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

188K
Shares

$8.21 Million
0.0% of portfolio
Ubs Group Ag

166K
Shares

$7.23 Million
0.0% of portfolio

About FIRST TR NASDAQ CLEAN EDGE GRE

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