Ae Wealth Management LLC Two Rds Shared Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Two Rds Shared Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 451 shares of LSAF stock, worth $19,172. This represents 0.0% of its overall portfolio holdings.

Number of Shares

451

Holding current value

$19,172

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$40.52 - $44.24 $18,274 - $19,952	451 New	451 $18,000
Q4 2023 Feb 14, 2024	BUY	$30.14 - $34.87 $378,317 - $437,688	12,552 New	12,552 $432,000
Q1 2020 May 07, 2020	SELL	$16.03 - $27.48 $233,476 - $400,246	-14,565 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$23.98 - $26.97 $29,831 - $33,550	1,244 Added 9.34%	14,565 $392,000
Q3 2019 Nov 05, 2019	SELL	$24.78 - $25.34 $39,499 - $40,391	-1,594 Reduced 10.69%	13,321 $332,000
Q2 2019 Jul 22, 2019	BUY	N/A	14,915 New	14,915 $369,000

Others Institutions Holding LSAF

# of Institutions

Shares Held

3.43M

Call Options Held

Put Options Held

Redwood Investment Management, LLC Scottsdale, AZ

1.66M
Shares

$70.6 Million
6.56% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$32.8 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

152K
Shares

$6.48 Million
0.18% of portfolio
Mariner, LLC Overland Park, KS

144K
Shares

$6.1 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

94.9K
Shares

$4.03 Million
0.01% of portfolio

View Full List

About TWO RDS SHARED TR

Ticker LSAF
Sector ETFs
Industry ETFs

More about LSAF

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