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
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 5.68%
$48.12 - $52.79 $108K - $118K
41.6K $2M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.54K
New
$26.65 - $29.34 $41.1K - $45.2K
1.54K $41K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
1.58K
New
$26.46 - $28.46 $41.9K - $45.1K
1.58K $41K
TXT
Textron Inc

Industrials
3.87K
+ 18.3%
$75.82 - $90.32 $293K - $350K
25K $1.91M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
479
New
$86.03 - $94.92 $41.2K - $45.5K
479 $41K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
1.1K
New
$37.66 - $39.1 $41.3K - $42.9K
1.1K $41K
DNL
Wiswisdomtree Tr

ETFs
1.15K
New
$35.98 - $39.39 $41.3K - $45.2K
1.15K $41K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
2.19K
New
$18.62 - $19.05 $40.8K - $41.7K
2.19K $40K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.72K
+ 2.6%
$77.02 - $78.58 $132K - $135K
67.8K $5.24M
EVRG
Evergy, Inc.

Utilities
672
+ 12.46%
$59.06 - $65.0 $39.7K - $43.7K
6.06K $373K
PBE
Invesco Exchange Traded Fd Tr

ETFs
600
New
$65.93 - $72.24 $39.6K - $43.3K
600 $39K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.78K
New
$19.51 - $23.42 $34.7K - $41.6K
1.78K $39K
COPX
Global X Copper Miners ETF

ETFs
998
New
$38.17 - $48.57 $38.1K - $48.5K
998 $38K
ICLN
Ishares

ETFs
3.34K
New
$11.35 - $14.51 $38K - $48.5K
3.34K $38K
KXI
Ishares Tr Global Consumer Sta

ETFs
633
New
$60.15 - $65.39 $38.1K - $41.4K
633 $38K
IWV
Ishares Russell 3000 ETF

ETFs
98
+ 13.73%
$323.08 - $349.08 $31.7K - $34.2K
812 $271K
ACTV
Two Rds Shared Tr Leadershares

ETFs
1.19K
New
$32.03 - $34.73 $38K - $41.2K
1.19K $38K
FTQI
First Trust ETF Vi First Trust

ETFs
1.81K
New
$20.23 - $21.46 $36.5K - $38.8K
1.81K $37K
RPG
Invesco Exchange Traded Fd Tr

ETFs
911
New
$38.88 - $44.07 $35.4K - $40.1K
911 $37K
SLVP
Ishares Msci Global Silver And

ETFs
3.28K
New
$11.44 - $15.55 $37.6K - $51.1K
3.28K $37K
IOO
Ishares Tr Global 100 ETF

ETFs
372
New
$97.46 - $103.45 $36.3K - $38.5K
372 $37K
WELL
Welltower Inc.

Real Estate
315
+ 19.48%
$123.11 - $139.3 $38.8K - $43.9K
1.93K $243K
IYG
Ishares Tr

ETFs
473
New
$70.24 - $82.34 $33.2K - $38.9K
473 $36K
IEO
Ishares Tr

ETFs
402
New
$85.22 - $101.77 $34.3K - $40.9K
402 $36K
EBND
Spdr Bloomberg Emerging Market

ETFs
3.23K
+ 20.38%
$19.53 - $21.1 $63K - $68K
19.1K $372K
RWR
Spdr Dow Jones Reit ETF

ETFs
371
New
$97.84 - $108.61 $36.3K - $40.3K
371 $36K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
350
New
$104.52 - $115.08 $36.6K - $40.3K
350 $36K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.42K
New
$14.4 - $15.83 $34.9K - $38.3K
2.42K $35K
IXG
Ishares Global Fin'L ETF

ETFs
365
New
$93.25 - $101.72 $34K - $37.1K
365 $35K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
360
New
$98.71 - $112.67 $35.5K - $40.6K
360 $35K
QCON
American Centy ETF Tr Quality
761
New
$44.45 - $47.47 $33.8K - $36.1K
761 $34K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
987
New
$34.78 - $60.36 $34.3K - $59.6K
987 $34K
TECL
Direxion Daily Technology Bull

ETFs
382
New
$81.25 - $102.52 $31K - $39.2K
382 $34K
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.25K
New
$27.43 - $28.44 $34.3K - $35.5K
1.25K $34K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
720
New
$47.63 - $52.63 $34.3K - $37.9K
720 $34K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
678
New
$50.34 - $56.61 $34.1K - $38.4K
678 $34K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.47K
New
$23.02 - $23.23 $33.8K - $34.1K
1.47K $33K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
673
New
$49.39 - $52.31 $33.2K - $35.2K
673 $33K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
1.18K
New
$24.95 - $35.36 $29.5K - $41.8K
1.18K $32K
MXI
Ishares Global Materials ETF

ETFs
424
New
$77.6 - $93.04 $32.9K - $39.4K
424 $32K
RWX
Spdr Dow Jones International R

ETFs
1.42K
New
$22.73 - $27.57 $32.2K - $39.1K
1.42K $32K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.96K
New
$15.9 - $17.05 $31.1K - $33.3K
1.96K $32K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
300
New
$104.5 - $125.64 $31.4K - $37.7K
300 $31K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.83K
New
$17.21 - $18.41 $31.5K - $33.7K
1.83K $31K
QPFF
American Centy ETF Tr Quality
842
New
$35.78 - $38.29 $30.1K - $32.2K
842 $30K
FCPI
Fidelity Covington Tr Stocks F

ETFs
715
New
$42.91 - $46.47 $30.7K - $33.2K
715 $30K
MTB
M&T Bank Corp

Financial Services
68
+ 3.91%
$172.48 - $221.95 $11.7K - $15.1K
1.81K $340K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
306
New
$98.41 - $98.98 $30.1K - $30.3K
306 $30K
SLB
Schlumberger Limited

Energy
2.12K
+ 14.99%
$36.83 - $45.59 $78.2K - $96.8K
16.3K $624K
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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