Ae Wealth Management LLC Ishares Msci Usa Size Factor E Call Options Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SIZE

# of Institutions

73

Shares Held

1.75M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

429K
Shares

$66.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

424K
Shares

$65.6 Million
0.01% of portfolio
Envestnet Asset Management Inc

184K
Shares

$28.4 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

163K
Shares

$25.3 Million
25.31% of portfolio
Trinity Wealth Management, LLC

112K
Shares

$17.3 Million
7.52% of portfolio

About ISHARES MSCI USA SIZE FACTOR E

Ticker SIZE
Sector ETFs
Industry ETFs

More about SIZE

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.