Ae Wealth Management LLC Invesco ETF Tr Ii Kbw Property Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
Shares
4 transactions
Others Institutions Holding KBWP
# of Institutions
63Shares Held
1.81MCall Options Held
1.9KPut Options Held
200-
Harel Insurance Investments & Financial Services Ltd.1.06MShares$115 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC163KShares$17.9 Million0.01% of portfolio
-
Mutual Advisors, LLC Casper, WY75.7KShares$8.28 Million0.24% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR61.5KShares$6.73 Million0.18% of portfolio
-
Fortis Group Advisors, LLC Westwood, NJ54.5KShares$5.96 Million1.11% of portfolio