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
Hunt Cos Fin Tr Inc
Q1 2020 Filed on May 07, 2020
85,204
N/A
Senior Hsg Pptys Tr
Q1 2020 Filed on May 07, 2020
40,248
N/A
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
Q1 2020 Filed on May 07, 2020
8,845
$20.52 - $29.72 $181K - $263K
PFIS
Peoples Financial Services Corp.

Financial Services
Q1 2020 Filed on May 07, 2020
7,142
$35.6 - $50.1 $254K - $358K
Ferrellgas Partners L.P.
Q1 2020 Filed on May 07, 2020
14,355
N/A
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q1 2020 Filed on May 07, 2020
3,500
$40.55 - $78.59 $142K - $275K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q1 2020 Filed on May 07, 2020
9,104
$32.2 - $49.37 $293K - $449K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2020 Filed on May 07, 2020
3,564
$32.1 - $54.4 $114K - $194K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
21,755
$14.34 - $24.61 $312K - $535K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2020 Filed on May 07, 2020
12,420
$40.88 - $66.27 $508K - $823K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q1 2020 Filed on May 07, 2020
21,169
$31.37 - $48.49 $664K - $1.03M
CVI
Cvr Energy Inc

Energy
Q1 2020 Filed on May 07, 2020
9,017
$15.16 - $40.71 $137K - $367K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on May 07, 2020
2,640
$40.75 - $81.0 $108K - $214K
Assertio Therapeutics Inc
Q1 2020 Filed on May 07, 2020
22,004
N/A
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on May 07, 2020
41,523
N/A
Pattern Energy Group Inc
Q1 2020 Filed on May 07, 2020
116,324
N/A
Ssga Active ETF Tr
Q1 2020 Filed on May 07, 2020
14,059
N/A
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2020 Filed on May 07, 2020
3,307
$67.94 - $89.89 $225K - $297K
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
10,059
$5.34 - $22.08 $53.7K - $222K
FOR
Forestar Group Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
13,418
$10.35 - $22.64 $139K - $304K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q1 2020 Filed on May 07, 2020
113,328
$24.93 - $35.6 $2.83M - $4.03M
Carlyle Group L P
Q1 2020 Filed on May 07, 2020
10,429
N/A
PKE
Park Aerospace Corp

Industrials
Q1 2020 Filed on May 07, 2020
15,441
$10.06 - $17.45 $155K - $269K
ZYME
Zymeworks Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
5,348
$24.28 - $49.8 $130K - $266K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2020 Filed on May 07, 2020
3,665
$41.08 - $62.36 $151K - $229K
Dbx ETF Tr
Q1 2020 Filed on May 07, 2020
12,142
N/A
ASTE
Astec Industries Inc

Industrials
Q1 2020 Filed on May 07, 2020
8,713
$27.54 - $45.97 $240K - $401K
GTE
Gran Tierra Energy Inc.

Energy
Q1 2020 Filed on May 07, 2020
13,266
$0.18 - $1.35 $2.39K - $17.9K
TARO
Taro Pharmaceutical Industries LTD

Healthcare
Q1 2020 Filed on May 07, 2020
2,300
$59.35 - $88.73 $137K - $204K
Allianzgi Nfj Divid Int & Pr
Q1 2020 Filed on May 07, 2020
27,257
N/A
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
3,251
$69.95 - $174.81 $227K - $568K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q1 2020 Filed on May 07, 2020
46,744
$17.2 - $23.39 $804K - $1.09M
Tc Pipelines LP
Q1 2020 Filed on May 07, 2020
11,700
N/A
THRM
Gentherm Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
5,972
$28.31 - $49.1 $169K - $293K
Teekay Offshore Partners L P
Q1 2020 Filed on May 07, 2020
10,332
N/A
SJW
Sjw Group

Utilities
Q1 2020 Filed on May 07, 2020
3,297
$49.48 - $74.73 $163K - $246K
Aircastle LTD
Q1 2020 Filed on May 07, 2020
7,300
N/A
KOP
Koppers Holdings Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
6,798
$9.34 - $37.89 $63.5K - $258K
Seacor Holdings Inc
Q1 2020 Filed on May 07, 2020
5,541
N/A
IVC
Invacare Corp

Healthcare
Q1 2020 Filed on May 07, 2020
26,732
$4.5 - $9.41 $120K - $252K
DNL
Wiswisdomtree Tr

ETFs
Q1 2020 Filed on May 07, 2020
66,715
$23.08 - $34.03 $1.54M - $2.27M
CPSI
Computer Programs & Systems Inc

Healthcare
Q1 2020 Filed on May 07, 2020
13,724
$17.37 - $31.82 $238K - $437K
Tivo Corp
Q1 2020 Filed on May 07, 2020
32,115
N/A
AVK
Advent Convertible & Income Fund

Financial Services
Q1 2020 Filed on May 07, 2020
14,481
$8.04 - $16.17 $116K - $234K
Bb&T Corp
Q4 2019 Filed on Jan 15, 2020
15,961
N/A
Ssga Active ETF Tr
Q4 2019 Filed on Jan 15, 2020
57,854
N/A
IRDM
Iridium Communications Inc.

Communication Services
Q4 2019 Filed on Jan 15, 2020
10,808
$20.46 - $26.05 $221K - $282K
Intrepid Potash Inc
Q4 2019 Filed on Jan 15, 2020
91,194
N/A
Hcp Inc
Q4 2019 Filed on Jan 15, 2020
6,321
N/A
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