Ae Wealth Management LLC Listed Fds Tr Trueshares Struc Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Ae Wealth Management LLC holds 205,612 shares of JULZ stock, worth $8 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
205,612
Previous 195,145
5.36%
Holding current value
$8 Million
Previous $7.59 Million
5.36%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding JULZ
# of Institutions
35Shares Held
588KCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO102KShares$3.96 Million2.49% of portfolio
-
Valtinson Bruner Financial Planning LLC59.5KShares$2.31 Million0.96% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA39KShares$1.52 Million1.29% of portfolio
-
Wealth Enhancement Advisory Services, LLC25.2KShares$981,5830.0% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT20.6KShares$801,4840.24% of portfolio