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

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

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

Previous 861 -0.0%

Holding current value

$19,045

Previous $19,000 -0.0%

% of portfolio

0.0%

Previous 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

2.27M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

1.44M
Shares

$31.8 Million
0.01% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

562K
Shares

$12.4 Million
6.77% of portfolio
Lpl Financial LLC Fort Mill, SC

90.9K
Shares

$2.01 Million
0.0% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

49.9K
Shares

$1.1 Million
0.03% of portfolio
Avestar Capital, LLC

45.4K
Shares

$1 Million
0.09% of portfolio

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About INV ACT MGD EX-TRD FD TR

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