Ae Wealth Management LLC Invesco Indx Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 898 shares of BSJR stock, worth $20,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares

898

Holding current value

$20,348

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$22.37 - $22.7 $20,088 - $20,384	898 New	898 $20,000

Others Institutions Holding BSJR

# of Institutions

122

Shares Held

9.82M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

913K
Shares

$20.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

837K
Shares

$19 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

722K
Shares

$16.3 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

681K
Shares

$15.4 Million
0.01% of portfolio
Captrust Financial Advisors Raleigh, NC

455K
Shares

$10.3 Million
0.03% of portfolio

View Full List

About INVESCO INDX TR

Ticker BSJR
Sector ETFs
Industry ETFs

More about BSJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account