Epg Wealth Management LLC Alps ETF Tr Clean Energy ETF Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Alps ETF Tr Clean Energy ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 7 shares of ACES stock, worth $227. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$227

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$26.05 - $32.33 $182 - $226	7 New	7 $224,000
Q1 2024 May 14, 2024	BUY	$27.54 - $35.49 $4,544 - $5,855	165 New	165 $4,000

Others Institutions Holding ACES

# of Institutions

Shares Held

2.84M

Call Options Held

Put Options Held

Cibc Private Wealth Group, LLC

1.14M
Shares

$37.1 Million
0.06% of portfolio
Cibc Bancorp Usa Inc. Chicago, IL

1.14M
Shares

$37.1 Million
0.05% of portfolio
Wealthfront Advisers LLC

94.4K
Shares

$3.08 Million
0.01% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

63.8K
Shares

$2.08 Million
0.0% of portfolio
Money Design Co.,Ltd.

50.4K
Shares

$1.64 Million
0.06% of portfolio

View Full List

About ALPS ETF TR CLEAN ENERGY ETF

Ticker ACES
Sector ETFs
Industry ETFs

More about ACES

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