Ae Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 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 $5,277. This represents 0.0% of its overall portfolio holdings.
Number of Shares
398
Previous 398
-0.0%
Holding current value
$5,277
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XSHD
# of Institutions
34Shares Held
729KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC145KShares$1.92 Million0.0% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA102KShares$1.35 Million0.29% of portfolio
-
Concord Wealth Partners97.3KShares$1.29 Million0.23% of portfolio
-
Cetera Investment Advisers Schaumburg, IL85KShares$1.13 Million0.0% of portfolio
-
Two Sigma Investments, LP New York, NY49.9KShares$661,8060.0% of portfolio