Ae Wealth Management LLC Ishares Morningstar Value ETF Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$77.3 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$65 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA694KShares$57 Million3.0% of portfolio
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Matrix Trust CO693KShares$56.9 Million10.65% of portfolio
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Ubs Group Ag500KShares$41 Million0.01% of portfolio