Ae Wealth Management LLC Cornerstone Strategic Value Fund Inc Transaction History
Ae Wealth Management LLC
- $14.9 Billion
- Q4 2025
A detailed history of Ae Wealth Management LLC transactions in Cornerstone Strategic Value Fund Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 71,903 shares of CLM stock, worth $585,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71,903
Previous 67,617
6.34%
Holding current value
$585,290
Previous $559,000
4.65%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CLM
# of Institutions
139Shares Held
41.6MCall Options Held
0Put Options Held
0-
Alpine Global Management, LLC New York, NY6.99MShares$56.9 Million16.84% of portfolio
-
Boothbay Fund Management, LLC New York, NY6.41MShares$52.2 Million0.93% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN5.98MShares$48.7 Million1.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ3.48MShares$28.4 Million0.04% of portfolio
-
Pfg Investments, LLC Woodbury, NY3MShares$24.4 Million1.18% of portfolio
About CORNERSTONE STRATEGIC VALUE FUND INC
- Ticker CLM
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cornerstone Strategic Value Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It also inve...