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
SCHO
Schwab Short Term Us Treasury

ETFs
3.8K
New
$24.06 - $48.88 $91.5K - $186K
3.8K $91K
ADSK
Autodesk, Inc.

Technology
364
+ 26.49%
N/A
1.74K $427K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
4.87K
+ 16.59%
$24.43 - $26.01 $119K - $127K
34.2K $836K
ITA
Ishares Tr

ETFs
754
+ 15.67%
$144.31 - $157.31 $109K - $119K
5.57K $809K
FAST
Fastenal CO

Industrials
846
+ 1.58%
$69.99 - $84.35 $59.2K - $71.4K
54.3K $3.91M
EMGF
Ishares Msci Emerging Markets

ETFs
1.94K
New
$45.23 - $51.49 $87.9K - $100K
1.94K $87K
ISMD
Northern Lts Fd Tr Iv

ETFs
2.33K
New
$36.81 - $40.75 $85.8K - $95K
2.33K $87K
XLV
Select Sector Spdr Fund Health

ETFs
2.05K
+ 17.33%
$136.28 - $154.74 $279K - $316K
13.8K $1.9M
ACWI
Ishares Msci Acwi ETF

ETFs
734
New
$117.05 - $123.03 $85.9K - $90.3K
734 $86K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.51K
New
$55.86 - $60.21 $84.1K - $90.7K
1.51K $86K
HRL
Hormel Foods Corp

Consumer Defensive
2.81K
+ 28.79%
$29.21 - $33.55 $82K - $94.2K
12.6K $394K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
2.47K
New
$33.71 - $34.99 $83.3K - $86.5K
2.47K $85K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
4.92K
+ 4.76%
$27.3 - $28.06 $134K - $138K
108K $2.97M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.43K
New
$24.25 - $26.7 $83.2K - $91.6K
3.43K $84K
DVY
Ishares Tr

ETFs
875
+ 10.61%
$129.55 - $143.41 $113K - $125K
9.12K $1.2M
PDD
Pinduoduo Inc.

Consumer Cyclical
2.3K
+ 62.32%
$94.39 - $154.27 $217K - $354K
5.98K $580K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.28K
New
$63.58 - $71.15 $81.4K - $91.1K
1.28K $83K
TAXF
American Centy ETF Tr Diversif

ETFs
1.64K
New
$49.94 - $51.44 $82K - $84.4K
1.64K $82K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
4.79K
New
$16.85 - $18.09 $80.7K - $86.6K
4.79K $82K
RSG
Republic Services, Inc.

Industrials
395
+ 12.92%
$198.0 - $218.75 $78.2K - $86.4K
3.45K $694K
FLGV
Franklin Templeton ETF Trfrank

ETFs
4K
New
$20.03 - $21.07 $80.1K - $84.3K
4K $80K
FANG
Diamondback Energy, Inc.

Energy
1.56K
+ 7.57%
$153.06 - $199.5 $239K - $311K
22.2K $3.64M
IYH
Ishares Tr

ETFs
1.36K
New
$57.53 - $65.24 $78.2K - $88.7K
1.36K $79K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.22K
+ 1.42%
$91.29 - $91.8 $111K - $112K
87.1K $7.96M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
321
New
$225.16 - $265.16 $72.3K - $85.1K
321 $79K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.18K
New
$23.92 - $24.89 $76K - $79.1K
3.18K $77K
G
Genpact LTD

Technology
1.21K
+ 18.42%
$38.17 - $46.82 $46.3K - $56.7K
7.79K $334K
GNR
Spdr S&P Global Natural Resour

ETFs
1.56K
New
$48.67 - $58.43 $75.9K - $91.2K
1.56K $77K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.23K
New
N/A
1.23K $76K
DDD
3 D Systems Corp

Technology
22.9K
New
$2.67 - $4.09 $61.2K - $93.7K
22.9K $75K
FIVA
Fidelity Covington Tr

ETFs
3.14K
New
$24.17 - $26.43 $75.8K - $82.9K
3.14K $75K
VAW
Vanguard Materials ETF

ETFs
400
New
$186.91 - $215.32 $74.8K - $86.1K
400 $75K
PSEC
Prospect Capital Corp

Financial Services
17.3K
New
$4.16 - $5.34 $72K - $92.5K
17.3K $74K
FXR
First Trust Industrials/Produc

ETFs
986
New
$74.81 - $83.27 $73.8K - $82.1K
986 $73K
KBH
Kb Home

Consumer Cyclical
1.91K
+ 72.39%
$65.58 - $85.3 $126K - $163K
4.56K $299K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
893
New
$81.34 - $96.75 $72.6K - $86.4K
893 $72K
FID
First Tr Exchange Trded Fd Vi

ETFs
4.38K
New
$16.06 - $17.64 $70.4K - $77.3K
4.38K $71K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
3.31K
New
$21.7 - $22.73 $71.9K - $75.3K
3.31K $71K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.43K
New
$49.58 - $50.28 $70.8K - $71.8K
1.43K $71K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.47K
New
$47.66 - $51.97 $70.1K - $76.4K
1.47K $71K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.68K
New
$42.39 - $44.29 $71.2K - $74.4K
1.68K $71K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.91K
New
$37.33 - $40.39 $71.2K - $77K
1.91K $71K
OTIS
Otis Worldwide Corp

Industrials
1K
+ 50.86%
$92.57 - $106.01 $92.9K - $106K
2.98K $275K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
950
New
$72.62 - $77.83 $69K - $73.9K
950 $70K
KOMP
Spdr S&P Kensho New Economies

ETFs
1.39K
New
$48.59 - $54.76 $67.5K - $76.1K
1.39K $70K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
2.88K
New
$24.04 - $26.75 $69.3K - $77.1K
2.88K $69K
D
Dominion Energy, Inc

Utilities
21.9K
+ 7.75%
$52.63 - $60.92 $1.15M - $1.33M
304K $16.4M
RPV
Invesco Exchange Traded Fd Tr

ETFs
774
New
$87.41 - $97.21 $67.7K - $75.2K
774 $69K
FTDS
First Trust Dividend Strength

ETFs
1.49K
+ 32.06%
$49.83 - $55.18 $74.3K - $82.3K
6.15K $310K
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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