Sequent Asset Management, LLC Alps ETF Tr Clean Energy ETF Transaction History

Sequent Asset Management, LLC

$118 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	SELL	$43.79 - $65.05 $480,989 - $714,509	-10,984 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$61.41 - $81.83 $674,527 - $898,820	10,984 New	10,984 $704,000

Others Institutions Holding ACES

# of Institutions

55

Shares Held

5.77M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

3.15M
Shares

$80.7 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.63M
Shares

$41.8 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

248K
Shares

$6.36 Million
0.01% of portfolio
Morgan Stanley New York, NY

83K
Shares

$2.13 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80.9K
Shares

$2.08 Million
0.0% of portfolio

About ALPS ETF TR CLEAN ENERGY ETF

Ticker ACES
Sector ETFs
Industry ETFs

More about ACES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Asset Management, LLC with notifications on news.