Ae Wealth Management LLC Invesco Ex Traded Self Indx Fd Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	BUY	$39.65 - $42.08 $2.18 Million - $2.32 Million	55,105 New	55,105 $2.19 Million

Others Institutions Holding IUS

# of Institutions

76

Shares Held

8.77M

Call Options Held

0

Put Options Held

0

Pensionmark Financial Group, LLC Santa Barbara, CA

3.03M
Shares

$154 Million
0.84% of portfolio
Lpl Financial LLC Fort Mill, SC

976K
Shares

$49.7 Million
0.02% of portfolio
Aveo Capital Partners, LLC

538K
Shares

$27.4 Million
2.97% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

443K
Shares

$22.5 Million
0.05% of portfolio
Intelligence Driven Advisers, LLC

433K
Shares

$22 Million
3.14% of portfolio

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