Ae Wealth Management LLC Ishares Cmbs ETF Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 307,502 shares of CMBS stock, worth $14.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
307,502
Previous 330,697
7.01%
Holding current value
$14.5 Million
Previous $15.5 Million
3.09%
% of portfolio
0.15%
Previous 0.17%
Shares
25 transactions
Others Institutions Holding CMBS
# of Institutions
91Shares Held
6.32MCall Options Held
0Put Options Held
5.7K-
Pathstone Holdings, LLC Englewood, NJ724KShares$34.2 Million0.16% of portfolio
-
State Of New Jersey Common Pension Fund D522KShares$24.7 Million0.11% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ470KShares$22.2 Million0.14% of portfolio
-
Black Rock Inc. New York, NY470KShares$22.2 Million0.0% of portfolio
-
Arvest Investments, Inc. Rogers, AR442KShares$20.9 Million3.27% of portfolio