Ae Wealth Management LLC Invesco ETF Tr Ii S&P Global W Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

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 950 shares of CGW stock, worth $52,554. This represents 0.0% of its overall portfolio holdings.

Number of Shares

950

Holding current value

$52,554

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$54.2 - $60.92 $51,490 - $57,874	950 New	950 $51,000

Others Institutions Holding CGW

# of Institutions

209

Shares Held

6.43M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

941K
Shares

$52 Million
0.0% of portfolio
Conservest Capital Advisors, Inc.

523K
Shares

$28.9 Million
2.93% of portfolio
Ubs Group Ag

475K
Shares

$26.3 Million
0.0% of portfolio
Weatherly Asset Management L. P.

416K
Shares

$23 Million
2.03% of portfolio
1832 Asset Management L.P. Toronto, A6

345K
Shares

$19.1 Million
0.04% of portfolio

View Full List

About INVESCO ETF TR II S&P GLOBAL W

Ticker CGW
Sector ETFs
Industry ETFs

More about CGW

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Ae Wealth Management LLC Invesco ETF Tr Ii S&P Global W Transaction History