Ae Wealth Management LLC Inv Act Mgd Ex Trd Fd Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 861 shares of IHYF stock, worth $19,045. This represents 0.0% of its overall portfolio holdings.

Number of Shares

861

Holding current value

$19,045

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	861 New	861 $19,000

Others Institutions Holding IHYF

# of Institutions

Shares Held

2.03M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

1.17M
Shares

$26 Million
0.01% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

531K
Shares

$11.8 Million
6.38% of portfolio
Independent Advisor Alliance

77.3K
Shares

$1.71 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

77K
Shares

$1.7 Million
0.0% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

46.8K
Shares

$1.04 Million
0.03% of portfolio

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About INV ACT MGD EX-TRD FD TR

Ticker IHYF
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Ae Wealth Management LLC Inv Act Mgd Ex Trd Fd Tr Transaction History