Ae Wealth Management LLC Northern Lts Fd Tr Iv Sterling Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 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 107,515 shares of LCG stock, worth $3.29 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
107,515
Previous 131,396
18.17%
Holding current value
$3.29 Million
Previous $3.55 Million
12.76%
% of portfolio
0.03%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding LCG
# of Institutions
14Shares Held
640KCall Options Held
0Put Options Held
0-
Srs Capital Advisors, Inc. Denver, CO132KShares$4.04 Million0.36% of portfolio
-
Truist Financial Corp82.8KShares$2.53 Million0.0% of portfolio
-
Envestnet Asset Management Inc80.8KShares$2.47 Million0.0% of portfolio
-
D.A. Davidson & Co.65KShares$1.99 Million0.02% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT61.3KShares$1.87 Million0.36% of portfolio