Wealth Effects LLC Alps ETF Tr Equal Sector Weigh Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	SELL	$107.45 - $117.99 $268,195 - $294,503	-2,496 Reduced 54.07%	2,120 $250,000
Q4 2023 Jan 29, 2024	BUY	$96.0 - $110.26 $443,136 - $508,960	4,616 New	4,616 $505,000

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

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