Ae Wealth Management LLC Ishares Tr North Amern Nat Res Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding IGE
# of Institutions
154Shares Held
8.31MCall Options Held
300Put Options Held
100-
Assetmark, Inc1.21MShares$54.4 Million0.14% of portfolio
-
Morgan Stanley New York, NY847KShares$38.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC722KShares$32.6 Million0.0% of portfolio
-
Family Firm, Inc.493KShares$22.2 Million3.64% of portfolio
-
Citizens & Northern Corp438KShares$19.8 Million5.18% of portfolio