Alps Etf Tr clean energy shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Alps Etf Tr clean energy (ACES) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Alps Etf Tr clean energy
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Quarterly reported holdings in Alps Etf Tr clean energy by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $655k | 22k | 29.41 |
| 2024-06-30 | $631k | 22k | 28.16 |
| 2024-03-31 | $726k | 25k | 29.68 |
| 2023-12-31 | $963k | 27k | 35.90 |
| 2023-09-30 | $650k | 18k | 36.57 |
| 2023-06-30 | $918k | 20k | 45.18 |
| 2023-03-31 | $926k | 20k | 46.49 |
| 2022-12-31 | $1.1M | 23k | 45.49 |
| 2022-09-30 | $2.1M | 37k | 55.49 |
| 2022-06-30 | $1.8M | 37k | 48.61 |
| 2022-03-31 | $2.5M | 39k | 63.32 |
| 2021-12-31 | $2.9M | 45k | 64.15 |
| 2021-09-30 | $2.5M | 37k | 66.13 |
| 2021-06-30 | $2.9M | 38k | 75.82 |
| 2021-03-31 | $2.7M | 34k | 78.02 |
| 2020-12-31 | $2.6M | 32k | 80.16 |