Ae Wealth Management LLC Innovator Etfs Tr Us Equity Ac Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,183 shares of XBJL stock, worth $155,691. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,183
Previous 5,054
17.23%
Holding current value
$155,691
Previous $171,000
12.28%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding XBJL
# of Institutions
52Shares Held
2.78MCall Options Held
0Put Options Held
0-
Gradient Investments LLC1.1MShares$41 Million0.88% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$12.3 Million0.02% of portfolio
-
Mattson Financial Services, LLC Kentwood, MI125KShares$4.66 Million1.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL118KShares$4.4 Million0.01% of portfolio
-
Brown Financial Advisors Milford, OH116KShares$4.31 Million1.63% of portfolio