Ae Wealth Management LLC Ishares Tr Us Small Cap Value Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Ae Wealth Management LLC holds 85 shares of SVAL stock, worth $2,531. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85
Previous 82
3.66%
Holding current value
$2,531
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SVAL
# of Institutions
42Shares Held
3.77MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.19MShares$65.3 Million5.29% of portfolio
-
Bt Wealth Management LLC484KShares$14.4 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$9.37 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC119KShares$3.53 Million0.0% of portfolio
-
Truist Financial Corp101KShares$3 Million0.0% of portfolio