Loring Wolcott & Coolidge Fiduciary Advisors LLP First Tr Nasdaq Clean Edge Gre Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$60.81 - $81.69 $16,236 - $21,811	-267 Reduced 38.2%	432 $29,000
Q3 2021 Nov 12, 2021	BUY	$61.72 - $68.76 $43,142 - $48,063	699 New	699 $44,000

Others Institutions Holding QCLN

# of Institutions

208

Shares Held

5.12M

Call Options Held

6.6K

Put Options Held

5.4K

Morgan Stanley New York, NY

466K
Shares

$16.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

356K
Shares

$12.5 Million
0.01% of portfolio
Cibc Private Wealth Group, LLC

343K
Shares

$12 Million
0.02% of portfolio
Ubs Group Ag

258K
Shares

$9.07 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$7.94 Million
0.55% of portfolio

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About FIRST TR NASDAQ CLEAN EDGE GRE

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