Ae Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Ae Wealth Management LLC holds 380 shares of SDG stock, worth $28,481. This represents 0.0% of its overall portfolio holdings.

Number of Shares

380

Holding current value

$28,481

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$71.56 - $85.77 $27,192 - $32,592	380 New	380 $27,000

Others Institutions Holding SDG

# of Institutions

121

Shares Held

1.3M

Call Options Held

Put Options Held

Cwm, LLC

234K
Shares

$17.5 Million
0.07% of portfolio
Mission Wealth Management, LP

108K
Shares

$8.08 Million
0.18% of portfolio
Wealth Enhancement Advisory Services, LLC

107K
Shares

$8.02 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

60.3K
Shares

$4.52 Million
0.0% of portfolio
Dynamic Advisor Solutions LLC

51.7K
Shares

$3.87 Million
0.16% of portfolio

View Full List

About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
Sector ETFs
Industry ETFs

More about SDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History