Ae Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
Shares
20 transactions
Others Institutions Holding LGLV
# of Institutions
159Shares Held
3.58MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$105 Million11.93% of portfolio
-
Cwm, LLC318KShares$54.6 Million0.23% of portfolio
-
Baltimore Washington Financial Advisors, Inc.274KShares$47.1 Million2.58% of portfolio
-
Gerber Kawasaki Wealth & Investment Management239KShares$41 Million1.87% of portfolio
-
Congress Wealth Management LLC Boston, MA212KShares$36.4 Million0.5% of portfolio