Ae Wealth Management LLC New Holdings in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EBC
Eastern Bankshares, Inc.

Financial Services
13.7K
New
$15.83 - $19.03 $217K - $261K
13.7K $236K
BR
Broadridge Financial Solutions, Inc.

Technology
1.04K
New
$209.64 - $236.44 $218K - $246K
1.04K $235K
CMC
Commercial Metals CO

Basic Materials
4.63K
New
$49.22 - $63.32 $228K - $293K
4.63K $229K
BMI
Badger Meter Inc

Technology
1.07K
New
$199.06 - $237.67 $214K - $255K
1.07K $227K
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
9.45K
New
$23.89 - $24.26 $226K - $229K
9.45K $226K
IBTX
Independent Bank Group, Inc.

Financial Services
3.67K
New
$55.72 - $67.74 $205K - $249K
3.67K $222K
EQIX
Equinix Inc

Real Estate
236
New
$865.69 - $985.0 $204K - $232K
236 $222K
WAT
Waters Corp

Healthcare
584
New
$323.11 - $392.01 $189K - $229K
584 $216K
IVT
Inven Trust Properties Corp.

Real Estate
7.16K
New
$28.52 - $31.3 $204K - $224K
7.16K $215K
CME
Cme Group Inc.

Financial Services
925
New
$221.17 - $246.02 $205K - $228K
925 $214K
FNV
Franco Nevada Corp

Basic Materials
1.8K
New
$113.26 - $137.22 $204K - $247K
1.8K $211K
DFS
Discover Financial Services

Financial Services
1.21K
New
$136.3 - $182.67 $164K - $220K
1.21K $208K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.23K
New
$157.33 - $189.22 $194K - $233K
1.23K $207K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
19.9K
New
$10.0 - $14.22 $199K - $283K
19.9K $207K
AVRE
American Centy ETF Tr Avantis
4.93K
New
$41.03 - $46.91 $202K - $231K
4.93K $206K
RJF
Raymond James Financial Inc

Financial Services
1.32K
New
$123.0 - $170.1 $162K - $224K
1.32K $204K
CPB
Campbell Soup CO

Consumer Defensive
4.85K
New
$41.42 - $48.71 $201K - $236K
4.85K $203K
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
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.02K
New
$28.25 - $28.72 $198K - $202K
7.02K $199K
SMR
Nuscale Power Corp

Industrials
11K
New
$11.69 - $30.21 $129K - $334K
11K $198K
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
4.74K
New
$41.68 - $42.56 $197K - $202K
4.74K $197K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.83K
New
$102.88 - $117.55 $189K - $215K
1.83K $197K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.75K
New
$70.1 - $76.53 $193K - $210K
2.75K $194K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
6.41K
New
$28.76 - $32.28 $184K - $207K
6.41K $185K
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
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.43K
New
N/A
4.43K $179K
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
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
TNA
Direxion Daily Small Cap Bull

ETFs
4K
New
$41.4 - $56.28 $165K - $225K
4K $167K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.16K
New
$60.57 - $82.2 $131K - $178K
2.16K $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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.38K
New
$46.48 - $51.32 $157K - $173K
3.38K $162K
TBI
True Blue, Inc.

Industrials
12.6K
New
N/A
12.6K $161K
EUFN
Ishares Msci Europe Financials

ETFs
6.81K
New
$23.06 - $24.69 $157K - $168K
6.81K $158K
XAR
Spdr S&P Aerospace & Defense E

ETFs
949
New
$153.8 - $176.52 $146K - $168K
949 $157K
INGN
Inogen Inc

Healthcare
17.2K
New
$8.31 - $11.09 $143K - $191K
17.2K $157K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.23K
New
$29.11 - $41.59 $123K - $176K
4.23K $156K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.2K
New
$47.66 - $51.84 $153K - $166K
3.2K $153K
CRF
Cornerstone Total Return Fund Inc

Financial Services
17.6K
New
$8.02 - $9.66 $141K - $170K
17.6K $152K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.79K
New
$40.15 - $42.9 $152K - $163K
3.79K $152K
FDHY
Fidelity Covington Trust High

ETFs
3.14K
New
$48.24 - $49.25 $151K - $154K
3.14K $151K
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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