Ae Wealth Management LLC Northern Lts Fd Tr Iv Sterling Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Northern Lts Fd Tr Iv Sterling stock. As of the latest transaction made, Ae Wealth Management LLC holds 131,396 shares of LCG stock, worth $3.75 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
131,396
Previous 131,223
0.13%
Holding current value
$3.75 Million
Previous $4.01 Million
11.56%
% of portfolio
0.04%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding LCG
# of Institutions
13Shares Held
699KCall Options Held
0Put Options Held
0-
Srs Capital Advisors, Inc. Denver, CO154KShares$4.4 Million0.43% of portfolio
-
Truist Financial Corp103KShares$2.94 Million0.0% of portfolio
-
Envestnet Asset Management Inc86.3KShares$2.46 Million0.0% of portfolio
-
D.A. Davidson & Co.62.9KShares$1.79 Million0.02% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT61.3KShares$1.75 Million0.36% of portfolio