Tiedemann Advisors, LLC Ishares Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$9.19 - $12.96 $160,117 - $225,802	-17,423 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$8.33 - $14.24 $145,133 - $248,103	17,423 New	17,423 $166,000

Others Institutions Holding ICLN

# of Institutions

492

Shares Held

35.9M

Call Options Held

2.32M

Put Options Held

1.44M

Bank Of America Corp Charlotte, NC

4.33M
Shares

$55.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.65M
Shares

$33.9 Million
0.0% of portfolio
Criteria Caixa, S.A.U. Barcelona, U3

1.83M
Shares

$23.4 Million
3.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$17 Million
0.03% of portfolio
Ubs Group Ag

1.25M
Shares

$16 Million
0.0% of portfolio

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