Ae Wealth Management LLC Simplify Exch Traded Fds Simpl Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$26.01 - $30.06 $945,515 - $1.09 Million	36,352 New	36,352 $945,000

Others Institutions Holding CTA

# of Institutions

63

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Orion Portfolio Solutions, LLC

488K
Shares

$12.8 Million
0.15% of portfolio
Clear Creek Financial Management, LLC

385K
Shares

$10.1 Million
1.28% of portfolio
Lpl Financial LLC Fort Mill, SC

287K
Shares

$7.52 Million
0.0% of portfolio
Peak Financial Advisors LLC

285K
Shares

$7.46 Million
5.54% of portfolio
Longview Financial Advisors, Inc. Huntsville, AL

165K
Shares

$4.32 Million
3.38% of portfolio

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