Ae Wealth Management LLC First Tr Exchange Trded Fd Vi Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$16.81 - $19.36 $209,805 - $241,632	-12,481 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$17.06 - $19.0 $212,925 - $237,139	12,481 New	12,481 $221,000

Others Institutions Holding FID

# of Institutions

57

Shares Held

3.63M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

757K
Shares

$12.5 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

628K
Shares

$10.3 Million
3.46% of portfolio
Raymond James Financial Inc St. Petersburg, FL

274K
Shares

$4.51 Million
0.0% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.72 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.47 Million
0.0% of portfolio

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