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
TTEC
Ttec Holdings, Inc.

Technology
20.5K
New
$4.29 - $6.06 $87.9K - $124K
20.5K $102K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
931
New
$105.85 - $112.84 $98.5K - $105K
931 $102K
EMLP
First Tr Exchange Traded Iv

ETFs
2.86K
New
$33.69 - $38.24 $96.5K - $109K
2.86K $102K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
2.59K
New
$38.02 - $42.79 $98.5K - $111K
2.59K $101K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
2.96K
New
$32.55 - $36.44 $96.2K - $108K
2.96K $100K
QDPL
Pacer Fds Tr Metaurus Us Large
2.61K
New
$37.54 - $40.11 $97.9K - $105K
2.61K $100K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
935
New
$99.11 - $111.9 $92.7K - $105K
935 $100K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
3.96K
New
$24.66 - $27.63 $97.8K - $110K
3.96K $100K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.37K
New
$40.86 - $43.42 $96.7K - $103K
2.37K $99K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
4.39K
New
$22.04 - $23.08 $96.7K - $101K
4.39K $98K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
958
New
$102.08 - $110.92 $97.8K - $106K
958 $98K
IYK
Ishares U.S. Consumer Staples

ETFs
1.49K
New
$65.32 - $70.92 $97K - $105K
1.49K $97K
FNDC
Schwab Fundamental Intl Small

ETFs
2.86K
New
$33.92 - $38.03 $97K - $109K
2.86K $97K
PICK
Ishares Inc Msci Global Select

ETFs
2.78K
New
$34.86 - $43.59 $97K - $121K
2.78K $97K
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.67K
New
$35.89 - $39.51 $95.6K - $105K
2.67K $96K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.2K
New
$43.84 - $48.76 $96.2K - $107K
2.2K $96K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.12K
New
$45.38 - $46.88 $96.2K - $99.3K
2.12K $96K
EWJ
Ishares Msci Japan ETF

ETFs
1.43K
New
$66.18 - $71.84 $94.4K - $102K
1.43K $95K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.28K
New
$40.82 - $45.39 $93.1K - $103K
2.28K $94K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.25K
New
$75.44 - $80.53 $94.3K - $101K
1.25K $94K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
2.03K
New
$46.03 - $47.13 $93.6K - $95.8K
2.03K $93K
SSRM
Ssr Mining Inc.

Basic Materials
13.4K
New
$5.28 - $8.12 $70.8K - $109K
13.4K $93K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.23K
New
$72.18 - $81.41 $88.9K - $100K
1.23K $92K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.57K
New
$35.95 - $36.76 $92.4K - $94.4K
2.57K $92K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.92K
New
$46.53 - $49.91 $89.4K - $95.9K
1.92K $92K
SCHO
Schwab Short Term Us Treasury

ETFs
3.8K
New
$24.06 - $48.88 $91.5K - $186K
3.8K $91K
HEEM
Ishares Currency Hedged Msci E

ETFs
3.4K
New
$27.03 - $29.78 $91.8K - $101K
3.4K $91K
ISMD
Northern Lts Fd Tr Iv

ETFs
2.33K
New
$36.81 - $40.75 $85.8K - $95K
2.33K $87K
EMGF
Ishares Msci Emerging Markets

ETFs
1.94K
New
$45.23 - $51.49 $87.9K - $100K
1.94K $87K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.51K
New
$55.86 - $60.21 $84.1K - $90.7K
1.51K $86K
ACWI
Ishares Msci Acwi ETF

ETFs
734
New
$117.05 - $123.03 $85.9K - $90.3K
734 $86K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
2.47K
New
$33.71 - $34.99 $83.3K - $86.5K
2.47K $85K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.43K
New
$24.25 - $26.7 $83.2K - $91.6K
3.43K $84K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.28K
New
$63.58 - $71.15 $81.4K - $91.1K
1.28K $83K
TAXF
American Centy ETF Tr Diversif

ETFs
1.64K
New
$49.94 - $51.44 $82K - $84.4K
1.64K $82K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
4.79K
New
$16.85 - $18.09 $80.7K - $86.6K
4.79K $82K
FLGV
Franklin Templeton ETF Trfrank

ETFs
4K
New
$20.03 - $21.07 $80.1K - $84.3K
4K $80K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
321
New
$225.16 - $265.16 $72.3K - $85.1K
321 $79K
IYH
Ishares Tr

ETFs
1.36K
New
$57.53 - $65.24 $78.2K - $88.7K
1.36K $79K
GNR
Spdr S&P Global Natural Resour

ETFs
1.56K
New
$48.67 - $58.43 $75.9K - $91.2K
1.56K $77K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.18K
New
$23.92 - $24.89 $76K - $79.1K
3.18K $77K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.23K
New
N/A
1.23K $76K
VAW
Vanguard Materials ETF

ETFs
400
New
$186.91 - $215.32 $74.8K - $86.1K
400 $75K
DDD
3 D Systems Corp

Technology
22.9K
New
$2.67 - $4.09 $61.2K - $93.7K
22.9K $75K
FIVA
Fidelity Covington Tr

ETFs
3.14K
New
$24.17 - $26.43 $75.8K - $82.9K
3.14K $75K
PSEC
Prospect Capital Corp

Financial Services
17.3K
New
$4.16 - $5.34 $72K - $92.5K
17.3K $74K
FXR
First Trust Industrials/Produc

ETFs
986
New
$74.81 - $83.27 $73.8K - $82.1K
986 $73K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
893
New
$81.34 - $96.75 $72.6K - $86.4K
893 $72K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.43K
New
$49.58 - $50.28 $70.8K - $71.8K
1.43K $71K
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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