Ae Wealth Management LLC Innovator ETF Tr Us Equity Acc Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Innovator ETF Tr Us Equity Acc stock. As of the latest transaction made, Ae Wealth Management LLC holds 621 shares of XBAP stock, worth $23,660. This represents 0.0% of its overall portfolio holdings.
Number of Shares
621
Previous 546
13.74%
Holding current value
$23,660
Previous $20,000
15.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding XBAP
# of Institutions
55Shares Held
3.48MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.1.42MShares$54.1 Million20.07% of portfolio
-
Crosspoint Financial, LLC Tustin, CA344KShares$13.1 Million32.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL328KShares$12.5 Million0.02% of portfolio
-
First Commonwealth Financial Corp Indiana, PA292KShares$11.1 Million3.17% of portfolio
-
Allworth Financial LP143KShares$5.44 Million0.02% of portfolio