Tobias Financial Advisors, Inc. Alps ETF Tr Clean Energy ETF Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	BUY	$36.55 - $49.84 $2.85 Million - $3.88 Million	77,852 Added 1274.38%	83,961 $3.07 Million
Q2 2023 Aug 03, 2023	SELL	$40.32 - $46.57 $259,217 - $299,398	-6,429 Reduced 51.28%	6,109 $276,000
Q1 2023 Apr 24, 2023	SELL	$42.88 - $54.21 $278,848 - $352,527	-6,503 Reduced 34.15%	12,538 $582,000
Q4 2022 Feb 13, 2023	BUY	$44.13 - $59.18 $193,377 - $259,326	4,382 Added 29.89%	19,041 $866,000
Q3 2022 Nov 14, 2022	SELL	$48.84 - $67.34 $937,874 - $1.29 Million	-19,203 Reduced 56.71%	14,659 $814,000
Q2 2022 Aug 12, 2022	BUY	$43.79 - $65.05 $969,116 - $1.44 Million	22,131 Added 188.65%	33,862 $1.65 Million
Q1 2022 May 09, 2022	BUY	$48.6 - $65.5 $570,126 - $768,380	11,731 New	11,731 $743,000

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

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