Principle Wealth Partners LLC First Tr Nasdaq Clean Edge Gre Transaction History

Principle Wealth Partners LLC

$1.45 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	$61.72 - $68.76 $211,699 - $235,846	-3,430 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$54.47 - $70.0 $186,832 - $240,100	3,430 New	3,430 $237,000

Others Institutions Holding QCLN

# of Institutions

176

Shares Held

4.93M

Call Options Held

300

Put Options Held

3.1K

Kingstone Capital Partners Texas, LLC Frisco, TX

1.57M
Shares

$53.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

336K
Shares

$11.5 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$7.75 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

216K
Shares

$7.42 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

181K
Shares

$6.21 Million
0.0% of portfolio

About FIRST TR NASDAQ CLEAN EDGE GRE

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