Ae Wealth Management LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Ae Wealth Management LLC holds 12,852 shares of SSFI stock, worth $275,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,852

Holding current value

$275,546

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$20.8 - $21.93 $267,321 - $281,844	12,852 New	12,852 $267,000

Others Institutions Holding SSFI

# of Institutions

Shares Held

1.04M

Call Options Held

Put Options Held

Donald L. Hagan, LLC

610K
Shares

$13.1 Million
7.5% of portfolio
Encompass More Asset Management Danville, CA

133K
Shares

$2.85 Million
0.91% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

90.8K
Shares

$1.95 Million
0.16% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

62.9K
Shares

$1.35 Million
0.02% of portfolio
Gts Securities LLC New York, NY

42.6K
Shares

$913,708
0.04% of portfolio

View Full List

About STRATEGY SHS DAY HAGAN/NED DAV

Ticker SSFI
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Ae Wealth Management LLC Strategy Shs Day Hagan/Ned Dav Transaction History