Ae Wealth Management LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Ae Wealth Management LLC holds 26,779 shares of DMAR stock, worth $970,470. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,779
Previous 12,410
115.79%
Holding current value
$970,470
Previous $420,000
122.38%
% of portfolio
0.01%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DMAR
# of Institutions
69Shares Held
3.52MCall Options Held
0Put Options Held
0-
Lifestyle Asset Management, Inc. Friendswood, TX815KShares$29.5 Million16.8% of portfolio
-
Spectrum Asset Management, Inc.285KShares$10.3 Million4.37% of portfolio
-
Envestnet Asset Management Inc233KShares$8.43 Million0.0% of portfolio
-
Kestra Advisory Services, LLC215KShares$7.78 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL175KShares$6.34 Million0.01% of portfolio