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 71 shares of XSLV stock, worth $3,251. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71
Previous 23
208.7%
Holding current value
$3,251
Previous $1,000
200.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding XSLV
# of Institutions
122Shares Held
3.19MCall Options Held
0Put Options Held
0-
Venturi Wealth Management, LLC Austin, TX246KShares$11.3 Million0.6% of portfolio
-
Lpl Financial LLC Fort Mill, SC240KShares$11 Million0.0% of portfolio
-
Armbruster Capital Management, Inc.238KShares$10.9 Million1.89% of portfolio
-
Ubs Group Ag222KShares$10.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC202KShares$9.25 Million0.0% of portfolio