Ae Wealth Management LLC Innovator 20+ Year Treasury Bo Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Innovator 20+ Year Treasury Bo stock. As of the latest transaction made, Ae Wealth Management LLC holds 250 shares of TBJL stock, worth $4,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Holding current value

$4,995

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$19.57 - $21.07 $4,892 - $5,267	250 New	250 $4,000

Others Institutions Holding TBJL

# of Institutions

Shares Held

540K

Call Options Held

Put Options Held

Arlington Capital Management, Inc. Arlington Heights, IL

178K
Shares

$3.56 Million
2.68% of portfolio
Diligent Investors, LLC

80K
Shares

$1.6 Million
0.4% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

67.3K
Shares

$1.35 Million
0.05% of portfolio
Altfest L J & CO Inc

46.8K
Shares

$934,344
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

30.8K
Shares

$616,303
0.0% of portfolio

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About INNOVATOR 20+ YEAR TREASURY BO

Ticker TBJL
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Ae Wealth Management LLC Innovator 20+ Year Treasury Bo Transaction History