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
XT
Ishares Tr Exponential Technol

ETFs
1.21K
+ 8.76%
$58.7 - $62.72 $70.9K - $75.7K
15K $894K
SNA
Snap On Inc

Industrials
19
+ 1.88%
$285.44 - $371.35 $5.42K - $7.06K
1.03K $348K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
2.38K
New
$23.17 - $24.12 $55.2K - $57.5K
2.38K $55K
FLGB
Franklin Templeton ETF Tr

ETFs
2.13K
New
$26.09 - $28.39 $55.4K - $60.3K
2.13K $55K
TT
Trane Technologies PLC

Industrials
266
+ 11.93%
$369.35 - $419.14 $98.2K - $111K
2.5K $921K
WWD
Woodward, Inc.

Industrials
395
+ 17.83%
$159.67 - $187.29 $63.1K - $74K
2.61K $434K
WTRG
Essential Utilities, Inc.

Utilities
2.37K
+ 16.62%
$36.18 - $40.55 $85.7K - $96K
16.6K $603K
YMAR
First Tr Ex Tr Viii Cboe Vest
2.41K
New
$22.79 - $24.1 $54.9K - $58.1K
2.41K $54K
QDEF
Flexshares Quality Div Defensi

ETFs
776
New
$70.22 - $73.73 $54.5K - $57.2K
776 $54K
MLPX
Global X Mlp & Energy Infrastr

ETFs
886
New
$54.89 - $64.32 $48.6K - $57K
886 $53K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
492
New
$108.6 - $115.42 $53.4K - $56.8K
492 $53K
LRNZ
Trueshares Technology, Ai & De

ETFs
1.34K
New
$36.69 - $44.37 $49.2K - $59.5K
1.34K $52K
MCO
Moodys Corp

Financial Services
113
+ 9.52%
$454.04 - $500.88 $51.3K - $56.6K
1.3K $615K
PJAN
Innovator U.S. Equity Power Bu

ETFs
219
+ 0.5%
$41.16 - $42.25 $9.01K - $9.25K
44.5K $1.88M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
950
New
$54.2 - $60.92 $51.5K - $57.9K
950 $51K
PJP
Invesco Exchange Traded Fd Tr

ETFs
625
New
$82.12 - $89.61 $51.3K - $56K
625 $51K
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
2.34K
New
$21.95 - $22.83 $51.4K - $53.5K
2.34K $51K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
604
New
$81.6 - $90.89 $49.3K - $54.9K
604 $51K
FLNG
Flex Lng Ltd.

Energy
3.05K
+ 37.17%
$21.13 - $26.93 $64.4K - $82.1K
11.3K $258K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
2.53K
New
$19.82 - $21.55 $50.1K - $54.5K
2.53K $50K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.15K
New
$36.5 - $53.22 $42.1K - $61.4K
1.15K $49K
AOA
Ishares Tr Core Aggressive All

ETFs
860
+ 11.55%
$76.61 - $79.88 $65.9K - $68.7K
8.3K $636K
OPER
ETF Ser Solutions Clearshares

ETFs
487
New
$100.03 - $100.53 $48.7K - $49K
487 $48K
BBAX
J P Morgan Betabuilders Develo

ETFs
1K
New
$48.75 - $54.36 $48.8K - $54.4K
1K $48K
DGX
Quest Diagnostics Inc

Healthcare
348
+ 26.54%
N/A
1.66K $227K
SLVM
Sylvamo Corp

Basic Materials
940
+ 23.73%
$78.56 - $95.69 $73.8K - $89.9K
4.9K $387K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
758
New
$64.29 - $75.41 $48.7K - $57.2K
758 $48K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
905
New
$52.1 - $57.26 $47.2K - $51.8K
905 $47K
K
Kellogg CO

Consumer Defensive
570
+ 9.45%
$80.34 - $81.29 $45.8K - $46.3K
6.6K $534K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.29K
New
$36.95 - $39.5 $47.5K - $50.8K
1.29K $47K
NVR
Nvr Inc

Consumer Cyclical
13
+ 36.11%
$8101.21 - $9940.51 $105K - $129K
49 $400K
SYK
Stryker Corp

Healthcare
138
+ 6.79%
$345.14 - $392.15 $47.6K - $54.1K
2.17K $781K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.04K
New
$45.09 - $50.08 $47K - $52.2K
1.04K $47K
FSTA
Fidelity Covington Tr Msci Con

ETFs
4.61K
+ 4.11%
$49.28 - $52.29 $227K - $241K
117K $5.77M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
991
New
$46.96 - $51.46 $46.5K - $51K
991 $46K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.17K
New
$38.96 - $43.28 $45.7K - $50.7K
1.17K $46K
BDX
Becton Dickinson & CO

Healthcare
320
+ 16.33%
$220.02 - $243.75 $70.4K - $78K
2.28K $517K
CMS
Cms Energy Corp

Utilities
12.8K
+ 6.29%
$65.76 - $71.94 $839K - $917K
216K $14.4M
MDIV
First Trust Multi Asset Divers

ETFs
2.85K
New
$15.95 - $16.94 $45.4K - $48.2K
2.85K $45K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.1K
New
$39.5 - $41.38 $43.6K - $45.6K
1.1K $44K
FDRR
Fidelity Covington Tr Divid Et

ETFs
863
New
$50.93 - $53.77 $44K - $46.4K
863 $44K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.07K
+ 18.95%
$46.68 - $47.95 $49.9K - $51.3K
6.71K $315K
RDVY
First Trust Rising Dividend Ac

ETFs
783
+ 1.73%
$58.65 - $64.37 $45.9K - $50.4K
46.2K $2.73M
ILCB
Ishares Morningstar U.S. Equit

ETFs
533
New
$78.43 - $84.56 $41.8K - $45.1K
533 $43K
NEAR
Blackrock Short Maturity Bond

ETFs
858
New
$50.28 - $51.08 $43.1K - $43.8K
858 $43K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
486
New
$86.15 - $94.34 $41.9K - $45.8K
486 $43K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1.5K
New
$27.45 - $55.56 $41.2K - $83.4K
1.5K $42K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.08K
New
$39.3 - $41.34 $42.6K - $44.8K
1.08K $42K
VTWG
Vanguard Russell 2000 Growth E

ETFs
204
New
$202.91 - $229.76 $41.4K - $46.9K
204 $42K
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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