Ae Wealth Management LLC Closed Holding Positions

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HFRO
Highland Income Fund\Ma

Financial Services
Q3 2020 Filed on Nov 06, 2020
87,048
$7.5 - $9.05 $653K - $788K
Peoples Utah Bancorp
Q3 2020 Filed on Nov 06, 2020
15,982
N/A
FAS
Direxion Daily Financial Bull

ETFs
Q3 2020 Filed on Nov 06, 2020
13,752
$30.18 - $41.85 $415K - $576K
Aspen Technology Inc
Q3 2020 Filed on Nov 06, 2020
5,338
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 06, 2020
16,704
N/A
THS
Tree House Foods, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
11,491
$38.65 - $45.57 $444K - $524K
Avinger Inc
Q3 2020 Filed on Nov 06, 2020
11,990
N/A
ESS
Essex Property Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 06, 2020
3,130
$198.98 - $239.37 $623K - $749K
CHGG
Chegg, Inc

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
9,267
$64.1 - $86.98 $594K - $806K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 06, 2020
10,864
$33.87 - $55.93 $368K - $608K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q3 2020 Filed on Nov 06, 2020
10,534
$4.55 - $4.97 $47.9K - $52.4K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q3 2020 Filed on Nov 06, 2020
60,069
$20.19 - $22.42 $1.21M - $1.35M
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Nov 06, 2020
6,575
$89.56 - $126.72 $589K - $833K
BLUE
Bluebird Bio, Inc.

Healthcare
Q3 2020 Filed on Nov 06, 2020
8,661
$34.44 - $43.75 $298K - $379K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q3 2020 Filed on Nov 06, 2020
18,365
$25.85 - $32.23 $475K - $592K
NOMD
Nomad Foods LTD

Consumer Defensive
Q3 2020 Filed on Nov 06, 2020
27,612
$20.83 - $26.36 $575K - $728K
Servicemaster Global Hldgs I
Q3 2020 Filed on Nov 06, 2020
16,275
N/A
GRFS
Grifols Sa

Healthcare
Q3 2020 Filed on Nov 06, 2020
11,160
$15.4 - $20.16 $172K - $225K
HQL
Tekla Life Sciences Investors

Financial Services
Q3 2020 Filed on Nov 06, 2020
37,817
$16.71 - $19.06 $632K - $721K
Kraton Corporation
Q3 2020 Filed on Nov 06, 2020
12,491
N/A
UNIT
Uniti Group Inc.

Real Estate
Q3 2020 Filed on Nov 06, 2020
11,118
$8.87 - $10.54 $98.6K - $117K
UDR
Udr, Inc.

Real Estate
Q3 2020 Filed on Nov 06, 2020
19,407
$31.84 - $38.89 $618K - $755K
VNO
Vornado Realty Trust

Real Estate
Q2 2020 Filed on Aug 05, 2020
6,584
$31.36 - $45.94 $206K - $302K
Aon PLC
Q2 2020 Filed on Aug 05, 2020
5,258
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 05, 2020
20,021
N/A
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q2 2020 Filed on Aug 05, 2020
4,144
$47.42 - $53.45 $197K - $221K
SESN
Sesen Bio, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
10,000
$0.52 - $0.87 $5.2K - $8.7K
NLSN
Nielsen Holdings PLC

Industrials
Q2 2020 Filed on Aug 05, 2020
23,886
$11.85 - $17.52 $283K - $418K
Global X Fds
Q2 2020 Filed on Aug 05, 2020
67,877
N/A
DEW
Wisdomtree Tr Global High Divi

ETFs
Q2 2020 Filed on Aug 05, 2020
17,456
$32.72 - $42.15 $571K - $736K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
Q2 2020 Filed on Aug 05, 2020
19,601
$25.09 - $27.19 $492K - $533K
Wisdomtree Tr
Q2 2020 Filed on Aug 05, 2020
20,301
N/A
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q2 2020 Filed on Aug 05, 2020
16,607
$25.03 - $29.04 $416K - $482K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 05, 2020
13,951
N/A
Spartan Mtrs Inc
Q2 2020 Filed on Aug 05, 2020
30,004
N/A
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
Q2 2020 Filed on Aug 05, 2020
13,120
$47.18 - $62.58 $619K - $821K
Apartment Invt & Mgmt CO
Q2 2020 Filed on Aug 05, 2020
7,603
N/A
Aurora Cannabis Inc
Q2 2020 Filed on Aug 05, 2020
41,633
N/A
IZEA
Izea Worldwide, Inc.

Communication Services
Q2 2020 Filed on Aug 05, 2020
25,400
$0.16 - $2.82 $4.06K - $71.6K
Chesapeake Energy Corp
Q2 2020 Filed on Aug 05, 2020
22,128
N/A
Allergan PLC
Q2 2020 Filed on Aug 05, 2020
1,630
N/A
Mgm Growth Pptys LLC
Q2 2020 Filed on Aug 05, 2020
16,397
N/A
KIM
Kimco Realty Corp

Real Estate
Q2 2020 Filed on Aug 05, 2020
57,555
$7.75 - $15.69 $446K - $903K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q2 2020 Filed on Aug 05, 2020
12,189
$6.93 - $8.2 $84.5K - $99.9K
WNS
Wns (Holdings) LTD

Technology
Q2 2020 Filed on Aug 05, 2020
8,615
$37.02 - $56.52 $319K - $487K
Hertz Global Hldgs Inc
Q2 2020 Filed on Aug 05, 2020
79,388
N/A
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
33,193
$1.38 - $26.2 $45.8K - $870K
Proshares Tr Ii
Q2 2020 Filed on Aug 05, 2020
11,668
N/A
Tortoise Energy Infra Corp
Q2 2020 Filed on Aug 05, 2020
10,744
N/A
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