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

55

Shares Held

5.77M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

3.15M
Shares

$86.3 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.63M
Shares

$44.7 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

248K
Shares

$6.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

83K
Shares

$2.27 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80.9K
Shares

$2.22 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.