Ae Wealth Management LLC Alps ETF Tr Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 3 shares of REIT stock, worth $80. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 3 -0.0%

Holding current value

$80

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$26.36 - $28.44 $79 - $85	3 New	3 $0

Others Institutions Holding REIT

# of Institutions

Shares Held

355K

Call Options Held

Put Options Held

Ellsworth Advisors, LLC

139K
Shares

$3.7 Million
0.87% of portfolio
Robertson Stephens Wealth Management, LLC San Francisco, CA

42.2K
Shares

$1.13 Million
0.04% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

39.3K
Shares

$1.05 Million
0.07% of portfolio
Wiley Bros. Aintree Capital, LLC

34.1K
Shares

$910,176
0.01% of portfolio
Kestra Private Wealth Services, LLC

28.9K
Shares

$770,909
0.01% of portfolio

View Full List

About ALPS ETF TR

Ticker REIT
Sector ETFs
Industry ETFs

More about REIT

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Ae Wealth Management LLC Alps ETF Tr Transaction History