Ae Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Ae Wealth Management LLC holds 730 shares of XPND stock, worth $26,389. This represents 0.0% of its overall portfolio holdings.
Number of Shares
730
Previous 730
-0.0%
Holding current value
$26,389
Previous $24,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XPND
# of Institutions
26Shares Held
506KCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC155KShares$5.59 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ101KShares$3.63 Million0.01% of portfolio
-
Bullseye Investment Management, LLC37.9KShares$1.37 Million2.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.35.1KShares$1.27 Million0.0% of portfolio
-
Nations Financial Group Inc, Cedar Rapids, IA32.2KShares$1.16 Million0.08% of portfolio