Ae Wealth Management LLC Innovator ETF Tr Us Equity Acc Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Innovator ETF Tr Us Equity Acc stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,011 shares of XBAP stock, worth $139,261. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,011

Holding current value

$139,261

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$33.19 - $34.23 $133,125 - $137,296	4,011 New	4,011 $136,000

Others Institutions Holding XBAP

# of Institutions

Shares Held

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

424K
Shares

$14.7 Million
0.03% of portfolio
Crosspoint Financial, LLC Tustin, CA

359K
Shares

$12.5 Million
41.21% of portfolio
First Commonwealth Financial Corp Indiana, PA

318K
Shares

$11 Million
2.71% of portfolio
Millington Financial Advisors, LLC Naperville, IL

201K
Shares

$6.97 Million
4.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.4K
Shares

$2.79 Million
0.01% of portfolio

View Full List

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

More about XBAP

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Ae Wealth Management LLC Innovator ETF Tr Us Equity Acc Transaction History