Spire Wealth Management Alps ETF Tr Clean Energy ETF Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$40.32 - $46.57 $1,290 - $1,490	-32 Reduced 5.06%	600 $27,000
Q1 2023 May 09, 2023	BUY	$42.88 - $54.21 $1,500 - $1,897	35 Added 5.86%	632 $29,000
Q4 2022 Feb 03, 2023	SELL	$44.13 - $59.18 $8,517 - $11,421	-193 Reduced 24.43%	597 $27,000
Q3 2022 Nov 07, 2022	SELL	$48.84 - $67.34 $5,567 - $7,676	-114 Reduced 12.61%	790 $44,000
Q2 2022 Jul 22, 2022	BUY	$43.79 - $65.05 $131 - $195	3 Added 0.33%	904 $44,000
Q1 2022 Apr 18, 2022	SELL	$48.6 - $65.5 $9,039 - $12,183	-186 Reduced 17.11%	901 $57,000
Q4 2021 Jan 14, 2022	SELL	$61.41 - $81.83 $6,202 - $8,264	-101 Reduced 8.5%	1,087 $70,000
Q3 2021 Oct 22, 2021	BUY	$65.61 - $75.33 $131 - $150	2 Added 0.17%	1,188 $79,000
Q2 2021 Jul 26, 2021	BUY	$61.84 - $78.24 $36,732 - $46,474	594 Added 100.34%	1,186 $90,000
Q1 2021 May 21, 2021	BUY	$70.86 - $100.32 $41,949 - $59,389	592 New	592 $46,000

Others Institutions Holding ACES

# of Institutions

54

Shares Held

5.75M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

3.15M
Shares

$83 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.63M
Shares

$43 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

248K
Shares

$6.54 Million
0.01% of portfolio
Morgan Stanley New York, NY

83K
Shares

$2.19 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80.9K
Shares

$2.13 Million
0.0% of portfolio

About ALPS ETF TR CLEAN ENERGY ETF

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