Ae Wealth Management LLC Invesco ETF Tr Ii S&P Global W Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,050 shares of CGW stock, worth $64,417. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,050
Previous 950
10.53%
Holding current value
$64,417
Previous $51,000
13.73%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CGW
# of Institutions
210Shares Held
6.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY879KShares$53.9 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.517KShares$31.7 Million3.05% of portfolio
-
Ubs Group Ag509KShares$31.2 Million0.01% of portfolio
-
Weatherly Asset Management L. P.415KShares$25.5 Million2.09% of portfolio
-
1832 Asset Management L.P. Toronto, A6336KShares$20.6 Million0.04% of portfolio