Ae Wealth Management LLC Purchases in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.75K
New
$62.71 - $68.47 $109K - $120K
1.75K $109K
DIHP
Dimensional ETF Tr Dimensional

ETFs
26.1K
+ 11.65%
$25.15 - $27.57 $656K - $719K
250K $6.31M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
3.63K
New
$28.37 - $30.25 $103K - $110K
3.63K $107K
USRT
Ishares Core U.S. Reit ETF

ETFs
3.55K
+ 15.31%
$55.97 - $62.75 $199K - $223K
26.7K $1.53M
CRNC
Cerence Inc.

Technology
6.47K
+ 57.11%
$2.64 - $8.95 $17.1K - $57.9K
17.8K $139K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
2.94K
New
$34.78 - $35.99 $102K - $106K
2.94K $104K
EEMV
Ishares Msci Emerging Markets

ETFs
1.8K
New
$57.85 - $63.11 $104K - $113K
1.8K $104K
RDFN
Redfin Corp

Real Estate
13.2K
New
$7.87 - $12.55 $104K - $165K
13.2K $103K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.56K
New
$28.89 - $33.95 $103K - $121K
3.56K $103K
EMLP
First Tr Exchange Traded Iv

ETFs
2.86K
New
$33.69 - $38.24 $96.5K - $109K
2.86K $102K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.1K
New
$7.83 - $8.16 $102K - $107K
13.1K $102K
TTEC
Ttec Holdings, Inc.

Technology
20.5K
New
$4.29 - $6.06 $87.9K - $124K
20.5K $102K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
931
New
$105.85 - $112.84 $98.5K - $105K
931 $102K
FTHI
First Trust Exchange Traded Fd

ETFs
3.91K
+ 9.61%
$22.89 - $24.02 $89.5K - $93.9K
44.6K $1.04M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
2.59K
New
$38.02 - $42.79 $98.5K - $111K
2.59K $101K
PHYS
Sprott Physical Gold Trust

Financial Services
5.97K
+ 7.6%
$19.66 - $21.66 $117K - $129K
84.6K $1.7M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
2.96K
New
$32.55 - $36.44 $96.2K - $108K
2.96K $100K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.8K
+ 7.87%
$47.07 - $48.75 $84.8K - $87.8K
24.7K $1.18M
UNOV
Earth Science Tech, Inc.

ETFs
2.43K
+ 11.3%
$33.84 - $35.03 $82.1K - $85K
23.9K $828K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
3.96K
New
$24.66 - $27.63 $97.8K - $110K
3.96K $100K
QDPL
Pacer Fds Tr Metaurus Us Large
2.61K
New
$37.54 - $40.11 $97.9K - $105K
2.61K $100K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
935
New
$99.11 - $111.9 $92.7K - $105K
935 $100K
FSS
Federal Signal Corp

Industrials
1.1K
+ 42.83%
$81.56 - $99.7 $89.6K - $110K
3.67K $338K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.37K
New
$40.86 - $43.42 $96.7K - $103K
2.37K $99K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
958
New
$102.08 - $110.92 $97.8K - $106K
958 $98K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
4.39K
New
$22.04 - $23.08 $96.7K - $101K
4.39K $98K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.68K
New
$20.55 - $23.26 $96.2K - $109K
4.68K $98K
WSM
Williams Sonoma Inc

Consumer Cyclical
206
+ 10.36%
$129.13 - $198.21 $26.6K - $40.8K
2.2K $406K
PICK
Ishares Inc Msci Global Select

ETFs
2.78K
New
$34.86 - $43.59 $97K - $121K
2.78K $97K
IYK
Ishares U.S. Consumer Staples

ETFs
1.49K
New
$65.32 - $70.92 $97K - $105K
1.49K $97K
FNDC
Schwab Fundamental Intl Small

ETFs
2.86K
New
$33.92 - $38.03 $97K - $109K
2.86K $97K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.2K
New
$43.84 - $48.76 $96.2K - $107K
2.2K $96K
SAIA
Saia Inc

Industrials
57
+ 1.5%
$411.44 - $569.08 $23.5K - $32.4K
3.87K $1.76M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.12K
New
$45.38 - $46.88 $96.2K - $99.3K
2.12K $96K
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.67K
New
$35.89 - $39.51 $95.6K - $105K
2.67K $96K
EWJ
Ishares Msci Japan ETF

ETFs
1.43K
New
$66.18 - $71.84 $94.4K - $102K
1.43K $95K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.41K
+ 50.56%
$31.24 - $37.15 $138K - $164K
13.1K $421K
SRLN
Ssga Active Trust

ETFs
2.29K
+ 17.43%
$41.48 - $42.08 $94.8K - $96.2K
15.4K $642K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.28K
New
$40.82 - $45.39 $93.1K - $103K
2.28K $94K
VONE
Vanguard Russell 1000 ETF

ETFs
334
+ 43.1%
$257.18 - $277.76 $85.9K - $92.8K
1.11K $295K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.25K
New
$75.44 - $80.53 $94.3K - $101K
1.25K $94K
AIQ
Global X Funds Global X Artifi

ETFs
2K
+ 19.54%
$36.57 - $40.57 $73.2K - $81.3K
12.3K $473K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
2.03K
New
$46.03 - $47.13 $93.6K - $95.8K
2.03K $93K
SSRM
Ssr Mining Inc.

Basic Materials
13.4K
New
$5.28 - $8.12 $70.8K - $109K
13.4K $93K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.57K
New
$35.95 - $36.76 $92.4K - $94.4K
2.57K $92K
FTLS
First Tr Long/Short Equity ETF

ETFs
385
+ 1.34%
$63.1 - $67.29 $24.3K - $25.9K
29.2K $1.92M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.23K
New
$72.18 - $81.41 $88.9K - $100K
1.23K $92K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.92K
New
$46.53 - $49.91 $89.4K - $95.9K
1.92K $92K
HEEM
Ishares Currency Hedged Msci E

ETFs
3.4K
New
$27.03 - $29.78 $91.8K - $101K
3.4K $91K
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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