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
MSI
Motorola Solutions, Inc.

Technology
403
+ 30.48%
$449.08 - $504.6 $181K - $203K
1.73K $797K
CPB
Campbell Soup CO

Consumer Defensive
4.85K
New
$41.42 - $48.71 $201K - $236K
4.85K $203K
DFIV
Dimensional ETF Tr

ETFs
17.8K
+ 10.79%
$34.86 - $37.97 $621K - $677K
183K $6.49M
SFBS
Servis First Bancshares, Inc.

Financial Services
2.37K
New
$77.34 - $99.0 $184K - $235K
2.37K $201K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.03K
New
$99.0 - $99.5 $201K - $202K
2.03K $201K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.34K
New
$131.26 - $163.78 $176K - $220K
1.34K $200K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.99K
+ 15.29%
$106.56 - $113.11 $318K - $338K
22.5K $2.4M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.02K
New
$28.25 - $28.72 $198K - $202K
7.02K $199K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
7.93K
+ 51.87%
$31.31 - $35.01 $248K - $278K
23.2K $726K
SMR
Nuscale Power Corp

Industrials
11K
New
$11.69 - $30.21 $129K - $334K
11K $198K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.83K
New
$102.88 - $117.55 $189K - $215K
1.83K $197K
RGLD
Royal Gold Inc

Basic Materials
1.6K
+ 94.6%
$131.05 - $154.26 $209K - $246K
3.28K $432K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.75K
New
$70.1 - $76.53 $193K - $210K
2.75K $194K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8.91K
+ 10.89%
$43.02 - $47.32 $383K - $421K
90.7K $3.92M
AMG
Affiliated Managers Group, Inc.

Financial Services
970
+ 82.06%
$175.77 - $196.52 $170K - $191K
2.15K $397K
RVNU
Xtrackers Municipal Infrastruc

ETFs
9.99K
+ 13.29%
$25.17 - $26.23 $251K - $262K
85.1K $2.15M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
18.2K
+ 4.01%
$28.6 - $29.27 $520K - $532K
471K $13.5M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
6.41K
New
$28.76 - $32.28 $184K - $207K
6.41K $185K
EHC
Encompass Health Corp

Healthcare
2.12K
+ 82.16%
$92.35 - $103.77 $196K - $220K
4.7K $433K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.65K
New
$27.54 - $83.04 $183K - $552K
6.65K $184K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
6.01K
New
$29.46 - $30.58 $177K - $184K
6.01K $181K
PRU
Prudential Financial Inc

Financial Services
4.79K
+ 3.16%
$114.59 - $129.52 $548K - $620K
156K $18.5M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.43K
New
N/A
4.43K $179K
PH
Parker Hannifin Corp

Industrials
209
+ 1.92%
$621.74 - $709.46 $130K - $148K
11.1K $7.05M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.1K
+ 32.35%
$46.94 - $51.62 $145K - $160K
12.7K $633K
PECO
Phillips Edison & Company, Inc.

Real Estate
5.02K
+ 12.98%
$35.96 - $39.8 $180K - $200K
43.7K $1.64M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.13K
New
$45.39 - $62.98 $142K - $197K
3.13K $177K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.81K
New
$63.01 - $68.55 $177K - $192K
2.81K $177K
SJNK
Spdr Bloomberg Short Term High

ETFs
8.97K
+ 9.13%
$25.09 - $25.69 $225K - $230K
107K $2.71M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.93K
New
$54.6 - $68.9 $160K - $202K
2.93K $176K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
20.1K
New
$7.67 - $9.21 $155K - $186K
20.1K $173K
VRE
Veris Residential, Inc.

Real Estate
10.4K
New
$16.09 - $18.58 $167K - $193K
10.4K $173K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.94K
New
$57.38 - $61.11 $169K - $180K
2.94K $171K
FTNT
Fortinet, Inc.

Technology
1.19K
+ 36.14%
$76.49 - $99.21 $90.7K - $118K
4.47K $422K
GNTX
Gentex Corp

Consumer Cyclical
6.14K
+ 74.24%
$28.6 - $31.34 $175K - $192K
14.4K $413K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.16K
New
$60.57 - $82.2 $131K - $178K
2.16K $167K
TNA
Direxion Daily Small Cap Bull

ETFs
4K
New
$41.4 - $56.28 $165K - $225K
4K $167K
AVSF
American Centy ETF Tr Avantis

ETFs
3.6K
New
$46.02 - $47.0 $166K - $169K
3.6K $166K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.58K
New
$64.62 - $71.43 $167K - $185K
2.58K $166K
BNDX
Vanguard Total International B

ETFs
5.44K
+ 6.68%
$48.91 - $50.61 $266K - $276K
87K $4.27M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.52K
+ 6.42%
$20.98 - $21.19 $158K - $159K
125K $2.62M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.38K
New
$46.48 - $51.32 $157K - $173K
3.38K $162K
IBHG
Ishares Tr Ibonds 2027 Term Hi
7.67K
+ 33.94%
$22.11 - $22.54 $169K - $173K
30.3K $672K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.33K
+ 28.28%
$43.44 - $45.05 $188K - $195K
19.7K $853K
UGI
Ugi Corp

Utilities
4.14K
+ 29.46%
$23.24 - $30.37 $96.2K - $126K
18.2K $513K
XLP
Consumer Staples Sector Spdr

ETFs
2.11K
+ 5.58%
N/A
40K $3.04M
TBI
True Blue, Inc.

Industrials
12.6K
New
N/A
12.6K $161K
PRAY
Shp ETF Tr Fis Biblically Resp
5.72K
+ 47.79%
$28.82 - $30.86 $165K - $176K
17.7K $515K
OSK
Oshkosh Corp

Industrials
1.8K
+ 82.58%
$93.84 - $115.52 $169K - $208K
3.97K $377K
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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