Ae Wealth Management LLC Simplify Exch Trad Fds Us Eq P Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Ae Wealth Management LLC holds 147,629 shares of SPD stock, worth $5.09 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
147,629
Previous 150,170
1.69%
Holding current value
$5.09 Million
Previous $5.03 Million
1.99%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding SPD
# of Institutions
47Shares Held
2.63MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL528KShares$18.2 Million0.02% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$9.82 Million0.24% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$9.82 Million4.38% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$7.54 Million5.7% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA212KShares$7.32 Million1.07% of portfolio