Summit X, LLC Alps ETF Tr Clean Energy ETF Transaction History

Summit X, LLC

$423 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	SELL	$65.61 - $75.33 $178,590 - $205,048	-2,722 Closed	0 $0
Q2 2021 Jul 16, 2021	BUY	$61.84 - $78.24 $5,689 - $7,198	92 Added 3.5%	2,722 $207,000
Q1 2021 May 10, 2021	BUY	$70.86 - $100.32 $186,361 - $263,841	2,630 New	2,630 $207,000

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 Summit X, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit X, LLC with notifications on news.