Roundview Capital LLC Indexiq Active ETF Tr Iq Macka Transaction History

Roundview Capital LLC

$1.25 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$23.88 - $25.63 $713,844 - $766,157	-29,893 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$25.51 - $27.51 $762,570 - $822,356	29,893 New	29,893 $765,000

Others Institutions Holding MMIN

# of Institutions

57

Shares Held

14.2M

Call Options Held

0

Put Options Held

0

Orgel Wealth Management, LLC

6.32M
Shares

$152 Million
4.04% of portfolio
Morgan Stanley New York, NY

2M
Shares

$48.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

902K
Shares

$21.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

782K
Shares

$18.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

519K
Shares

$12.5 Million
0.02% of portfolio

About INDEXIQ ACTIVE ETF TR IQ MACKA

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