Ae Wealth Management LLC Spdr Index Shs Fds Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Ae Wealth Management LLC holds 355 shares of QWLD stock, worth $47,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares

355

Holding current value

$47,009

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$122.65 - $131.03 $43,540 - $46,515	355 New	355 $45,000
Q2 2020 Aug 05, 2020	SELL	$66.44 - $82.77 $360,636 - $449,275	-5,428 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$60.54 - $88.89 $90,688 - $133,157	1,498 Added 38.12%	5,428 $374,000
Q4 2019 Jan 15, 2020	BUY	$78.65 - $86.01 $309,094 - $338,019	3,930 New	3,930 $336,000

Others Institutions Holding QWLD

# of Institutions

Shares Held

835K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

277K
Shares

$36.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

104K
Shares

$13.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

53.4K
Shares

$7.06 Million
0.01% of portfolio
Assetmark, Inc

38.2K
Shares

$5.06 Million
0.01% of portfolio
Ignite Planners, LLC

25.2K
Shares

$3.33 Million
0.68% of portfolio

View Full List

About SPDR INDEX SHS FDS

Ticker QWLD
Sector ETFs
Industry ETFs

More about QWLD

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