Westside Investment Management, Inc. Alps ETF Tr Clean Energy ETF Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 14, 2023	SELL	$40.32 - $46.57 $332,438 - $383,969	-8,245 Reduced 95.37%	400 $18.1 Million
Q1 2023 May 17, 2023	BUY	$42.88 - $54.21 $12,864 - $16,263	300 Added 3.59%	8,645 $400 Million
Q4 2022 Jan 31, 2023	BUY	$44.13 - $59.18 $4,413 - $5,918	100 Added 1.21%	8,345 $75.4 Million
Q3 2022 Nov 09, 2022	SELL	$48.84 - $67.34 $49,328 - $68,013	-1,010 Reduced 10.91%	8,245 $91.9 Million
Q2 2022 Jul 15, 2022	BUY	$43.79 - $65.05 $8,758 - $13,010	200 Added 2.21%	9,255 $449,000
Q1 2022 Apr 25, 2022	BUY	$48.6 - $65.5 $142,884 - $192,570	2,940 Added 48.08%	9,055 $573,000
Q4 2021 Feb 15, 2022	BUY	$61.41 - $81.83 $21,493 - $28,640	350 Added 6.07%	6,115 $392,000
Q3 2021 Oct 27, 2021	BUY	$65.61 - $75.33 $9,841 - $11,299	150 Added 2.67%	5,765 $381,000
Q2 2021 Jul 28, 2021	SELL	$61.84 - $78.24 $35,867 - $45,379	-580 Reduced 9.36%	5,615 $425,000
Q1 2021 Apr 14, 2021	BUY	$70.86 - $100.32 $435,434 - $616,466	6,145 Added 12290.0%	6,195 $483,000
Q4 2020 Jan 15, 2021	BUY	$55.21 - $80.15 $2,760 - $4,007	50 New	50 $4,000

Others Institutions Holding ACES

# of Institutions

55

Shares Held

6.22M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

3.27M
Shares

$91.3 Million
0.18% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.63M
Shares

$45.5 Million
0.1% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$9.87 Million
0.01% of portfolio
Citigroup Inc

160K
Shares

$4.48 Million
0.0% of portfolio
Morgan Stanley New York, NY

139K
Shares

$3.89 Million
0.0% of portfolio

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