Ae Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$39.26 - $48.89 $11.4 Million - $14.2 Million	289,674 New	289,674 $13.9 Million

Others Institutions Holding CALF

# of Institutions

524

Shares Held

137M

Call Options Held

56.4K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

33.8M
Shares

$1.5 Billion
0.13% of portfolio
Morgan Stanley New York, NY

12M
Shares

$532 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.9M
Shares

$352 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.91M
Shares

$308 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

4.64M
Shares

$206 Million
0.19% of portfolio

About PACER FDS TR PACER US SMALL CA

Ticker CALF
Sector ETFs
Industry ETFs

More about CALF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.