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
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.6K
+ 109.3%
$25.33 - $51.16 $319K - $644K
24.1K $622K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
3.19K
+ 25.84%
$10.12 - $10.87 $32.3K - $34.7K
15.5K $157K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
731
+ 5.74%
$45.85 - $49.28 $33.5K - $36K
13.5K $628K
WRB
Berkley W R Corp

Financial Services
359
+ 8.29%
$56.48 - $64.94 $20.3K - $23.3K
4.69K $274K
CEG
Constellation Energy Corp

Utilities
1.07K
+ 17.7%
$224.28 - $285.52 $240K - $305K
7.1K $1.6M
SOXL
Direxion Daily Semiconductor B

ETFs
1.08K
New
$26.3 - $40.82 $28.3K - $44K
1.08K $29K
YJUN
First Tr Exchange Traded Fd Vi
1.37K
New
$21.53 - $22.81 $29.5K - $31.3K
1.37K $29K
HWM
Howmet Aerospace Inc.

Industrials
37
+ 1.33%
$99.72 - $120.09 $3.69K - $4.44K
2.82K $308K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
847
New
$32.89 - $36.52 $27.9K - $30.9K
847 $29K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
502
New
$58.46 - $65.6 $29.3K - $32.9K
502 $29K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
563
New
$52.19 - $52.87 $29.4K - $29.8K
563 $29K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
280
New
$105.45 - $117.99 $29.5K - $33K
280 $29K
FPI
Farmland Partners Inc.

Real Estate
200
+ 1.03%
$10.17 - $12.76 $2.03K - $2.55K
19.6K $230K
METV
Listed Fds Tr Roundhill Ball M

ETFs
2.01K
New
$13.21 - $15.35 $26.5K - $30.8K
2.01K $28K
ARKW
Ark Next Generation Internet E

ETFs
257
New
$82.66 - $120.04 $21.2K - $30.9K
257 $27K
CWENA
Clearway Energy Inc Cl A
810
New
N/A
810 $27K
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
501
New
$36.81 - $66.97 $18.4K - $33.6K
501 $27K
MAGA
ETF Ser Solutions

ETFs
578
New
$47.31 - $52.49 $27.3K - $30.3K
578 $27K
FXD
First Tr Exchange Traded Fd

ETFs
427
New
$62.05 - $68.52 $26.5K - $29.3K
427 $27K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
590
New
$47.11 - $50.8 $27.8K - $30K
590 $27K
SDG
Ishares Trust Ishares Msci Glo

ETFs
380
New
$71.56 - $85.77 $27.2K - $32.6K
380 $27K
IWS
Ishares Russell Midcap Value E

ETFs
6.89K
+ 2.32%
$128.08 - $140.32 $882K - $966K
304K $39.3M
MUSA
Murphy Usa Inc.

Consumer Cyclical
42
+ 6.93%
$473.11 - $555.48 $19.9K - $23.3K
648 $325K
SPG
Simon Property Group Inc

Real Estate
130
+ 10.28%
$167.23 - $183.84 $21.7K - $23.9K
1.4K $240K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
150
New
$182.19 - $195.69 $27.3K - $29.4K
150 $27K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.1K
New
$24.13 - $24.45 $26.5K - $26.9K
1.1K $26K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.09K
New
$24.59 - $25.81 $26.7K - $28K
1.09K $26K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
1.51K
New
$17.71 - $21.16 $26.7K - $31.9K
1.51K $26K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.14K
+ 3.65%
$69.58 - $74.87 $79.3K - $85.4K
32.4K $2.27M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
805
New
$32.56 - $42.89 $26.2K - $34.5K
805 $26K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.38K
New
$19.38 - $19.58 $26.8K - $27.1K
1.38K $26K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.38K
New
$19.42 - $19.76 $26.8K - $27.3K
1.38K $26K
PBW
Invesco Exchange Traded Fd Tr

ETFs
1.34K
New
$19.01 - $21.64 $25.5K - $29K
1.34K $26K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.08K
New
$24.31 - $49.53 $26.4K - $53.7K
1.08K $26K
TPHE
Timothy Plan High Divid Stk En

ETFs
1.06K
New
$24.51 - $26.94 $25.9K - $28.4K
1.06K $26K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
427
New
$61.21 - $68.19 $26.1K - $29.1K
427 $26K
VRIG
Invesco Actively Managed ETF F

ETFs
996
New
$25.06 - $25.2 $25K - $25.1K
996 $25K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.07K
New
$23.25 - $23.56 $25K - $25.3K
1.07K $25K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
290
New
$85.41 - $87.1 $24.8K - $25.3K
290 $25K
JPIB
Jpmorgan International Bond Op

ETFs
549
New
$47.26 - $48.47 $25.9K - $26.6K
549 $25K
TBF
Proshares Trust Short 20+ Trea

ETFs
1.05K
New
$21.97 - $24.64 $23.1K - $25.9K
1.05K $25K
DISV
Dimensional ETF Tr Dimensional

ETFs
914
New
$26.18 - $28.77 $23.9K - $26.3K
914 $24K
DFSV
Dimensional ETF Tr Dimensional

ETFs
788
New
$30.18 - $33.87 $23.8K - $26.7K
788 $24K
FAS
Direxion Daily Financial Bull

ETFs
164
New
$126.08 - $182.0 $20.7K - $29.8K
164 $24K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
772
New
N/A
772 $24K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
952
New
$25.25 - $26.34 $24K - $25.1K
952 $24K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
216
New
$112.69 - $123.97 $24.3K - $26.8K
216 $24K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
700
+ 4.87%
$80.93 - $85.66 $56.7K - $60K
15.1K $1.22M
CB
Chubb LTD

Financial Services
202
+ 7.4%
$271.57 - $301.89 $54.9K - $61K
2.93K $810K
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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