Vahanian & Associates Financial Planning Inc. Invesco ETF Tr Ii Solar ETF Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$68.04 - $78.4 $18,234 - $21,011	-268 Reduced 2.04%	12,876 $919,000
Q1 2023 Apr 17, 2023	SELL	$69.41 - $82.63 $47,962 - $57,097	-691 Reduced 4.99%	13,144 $1.02 Million
Q4 2022 Jan 31, 2023	BUY	$71.21 - $83.98 $263,833 - $311,145	3,705 Added 36.57%	13,835 $1.01 Million
Q3 2022 Nov 02, 2022	BUY	N/A	10,130 New	10,130 $746,000

Others Institutions Holding TAN

# of Institutions

298

Shares Held

11M

Call Options Held

3.34M

Put Options Held

2.74M

Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.18M
Shares

$90.3 Million
1.11% of portfolio
Migdal Insurance & Financial Holdings Ltd.

1.01M
Shares

$42 Million
0.74% of portfolio
Bank Of America Corp Charlotte, NC

611K
Shares

$25.3 Million
0.0% of portfolio
Electron Capital Partners, LLC New York, NY

490K
Shares

$20.3 Million
1.06% of portfolio
Jane Street Group, LLC New York, NY

454K
Shares

$18.8 Million
0.03% of portfolio

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