Cary Street Partners Investment Advisory LLC Alps ETF Tr Clean Energy ETF Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$65.61 - $75.33 $390,576 - $448,439	-5,953 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$61.84 - $78.24 $30,548 - $38,650	494 Added 9.05%	5,953 $451,000
Q1 2021 May 17, 2021	BUY	$70.86 - $100.32 $386,824 - $547,646	5,459 New	5,459 $426,000

Others Institutions Holding ACES

# of Institutions

Shares Held

2.35M

Call Options Held

Put Options Held

Cibc Private Wealth Group, LLC

1.39M
Shares

$31.9 Million
0.07% of portfolio
Wealthfront Advisers LLC

139K
Shares

$3.18 Million
0.0% of portfolio
Gts Securities LLC New York, NY

114K
Shares

$2.62 Million
0.14% of portfolio
Jane Street Group, LLC New York, NY

92.7K
Shares

$2.13 Million
0.0% of portfolio
Morgan Stanley New York, NY

90.7K
Shares

$2.08 Million
0.0% of portfolio

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