Ae Wealth Management LLC Alps ETF Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 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 $78. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$78

% of portfolio

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

414K

Call Options Held

Put Options Held

Ellsworth Advisors, LLC

121K
Shares

$3.17 Million
0.88% of portfolio
Wiley Bros. Aintree Capital, LLC

68.2K
Shares

$1.78 Million
0.02% of portfolio
Robertson Stephens Wealth Management, LLC San Francisco, CA

55.3K
Shares

$1.44 Million
0.05% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

29.1K
Shares

$759,401
0.06% of portfolio
Kestra Private Wealth Services, LLC

27.7K
Shares

$723,501
0.01% of portfolio

View Full List

About ALPS ETF TR

Ticker REIT
Sector ETFs
Industry ETFs

More about REIT

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