Lee Financial CO Alps ETF Tr Equal Sector Weigh Transaction History

Lee Financial CO

$611 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$52.78 - $82.93 $9,553 - $15,010	-181 Closed	0 $0
Q1 2018 May 09, 2018	BUY	$66.04 - $73.29 $11,953 - $13,265	181 New	181 $12,000

Others Institutions Holding EQL

# of Institutions

53

Shares Held

1.44M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

406K
Shares

$51.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

194K
Shares

$24.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

154K
Shares

$19.4 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

117K
Shares

$14.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

66.3K
Shares

$8.35 Million
0.02% of portfolio

About ALPS ETF TR EQUAL SECTOR WEIGH

Ticker EQL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.