Purchases and Sales Made in Q4 2024 in Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT) during Q4 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.7K+ 382.97% |
$2.48M - $2.76M
|
117K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$374K - $416K
|
14K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.38K+ 4.64% |
$144K - $160K
|
121K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106+ 0.41% |
$2.83K - $3.16K
|
26K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-234- 2.5% |
$6.25K - $6.97K
|
9.11K
$253K
|