Ae Wealth Management LLC Legg Mason ETF Invt Tr Westn A Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Legg Mason ETF Invt Tr Westn A stock. As of the latest transaction made, Ae Wealth Management LLC holds 9,448 shares of WINC stock, worth $227,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,448

Holding current value

$227,602

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$23.89 - $24.26 $225,712 - $229,208	9,448 New	9,448 $226,000

Others Institutions Holding WINC

# of Institutions

Shares Held

381K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

94.2K
Shares

$2.27 Million
0.0% of portfolio
Encompass More Asset Management Danville, CA

90.7K
Shares

$2.18 Million
0.72% of portfolio
Integrated Wealth Concepts LLC

44.5K
Shares

$1.07 Million
0.01% of portfolio
Choreo, LLC Minneapolis, MN

24.2K
Shares

$583,821
0.01% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

21.8K
Shares

$524,439
0.07% of portfolio

View Full List

About LEGG MASON ETF INVT TR WESTN A

Ticker WINC
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Ae Wealth Management LLC Legg Mason ETF Invt Tr Westn A Transaction History