Ae Wealth Management LLC Two Rds Shared Tr Leadershares Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding ACTV
# of Institutions
26Shares Held
2.13MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.02MShares$33.8 Million3.41% of portfolio
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Lpl Financial LLC Fort Mill, SC480KShares$16 Million0.01% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA101KShares$3.34 Million0.11% of portfolio
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Mariner, LLC Overland Park, KS94.9KShares$3.15 Million0.01% of portfolio
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Perennial Investment Advisors, LLC Los Angeles, CA70.3KShares$2.33 Million0.38% of portfolio