Ae Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Ae Wealth Management LLC holds 398 shares of XSHD stock, worth $5,189. This represents 0.0% of its overall portfolio holdings.
Number of Shares
398
Previous 398
-0.0%
Holding current value
$5,189
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XSHD
# of Institutions
32Shares Held
903KCall Options Held
0Put Options Held
15.4K-
Lpl Financial LLC Fort Mill, SC156KShares$2.03 Million0.0% of portfolio
-
Concord Wealth Partners138KShares$1.8 Million0.28% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA138KShares$1.8 Million0.28% of portfolio
-
Heartwood Wealth Advisors LLC132KShares$1.72 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL79.6KShares$1.04 Million0.0% of portfolio