Ae Wealth Management LLC Purchases in Q3 2024

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
319
+ 11.12%
$210.25 - $231.86 $67.1K - $74K
3.19K $711K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.04K
+ 24.59%
$71.86 - $78.56 $74.9K - $81.9K
5.28K $414K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
2.02K
+ 25.95%
$50.28 - $51.29 $101K - $104K
9.8K $500K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
2.12K
+ 17.81%
$37.43 - $39.97 $79.4K - $84.7K
14K $560K
HII
Huntington Ingalls Industries, Inc.

Industrials
220
+ 9.08%
$241.93 - $282.86 $53.2K - $62.2K
2.64K $698K
FEMB
First Tr ETF Emerging Markets

ETFs
2.83K
+ 28.51%
$26.93 - $29.14 $76.3K - $82.6K
12.8K $370K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.66K
+ 12.7%
$45.31 - $51.64 $75.1K - $85.6K
14.7K $753K
IBND
Spdr Bloomberg International C

ETFs
480
+ 1.18%
$28.7 - $30.78 $13.8K - $14.8K
41.3K $1.26M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
232
+ 2.07%
$90.87 - $102.43 $21.1K - $23.8K
11.4K $1.13M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.72K
+ 7.92%
$20.47 - $20.71 $76.1K - $77K
50.7K $1.05M
BEEM
Beam Global

Technology
16.9K
New
$4.37 - $7.66 $73.9K - $130K
16.9K $83K
CRSR
Corsair Gaming, Inc.

Technology
11.8K
New
$5.71 - $10.49 $67.6K - $124K
11.8K $82K
RSG
Republic Services, Inc.

Industrials
314
+ 11.45%
$189.34 - $208.21 $59.5K - $65.4K
3.06K $613K
CINF
Cincinnati Financial Corp

Financial Services
54
+ 1.37%
$115.7 - $138.2 $6.25K - $7.46K
4K $544K
MPW
Medical Properties Trust Inc

Real Estate
7.9K
+ 39.17%
$4.03 - $6.38 $31.8K - $50.4K
28.1K $164K
PRCH
Porch Group, Inc.

Technology
46.4K
+ 19.19%
$1.09 - $2.25 $50.6K - $104K
288K $443K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.12K
+ 6.97%
$24.39 - $25.28 $51.6K - $53.5K
32.5K $815K
FMF
First Trust Managed Futures St

ETFs
2.51K
+ 6.42%
$47.09 - $49.74 $118K - $125K
41.6K $1.98M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.8K
+ 22.58%
$25.45 - $29.53 $45.9K - $53.3K
9.79K $285K
NJR
New Jersey Resources Corp

Utilities
42
+ 0.26%
$42.03 - $48.02 $1.77K - $2.02K
16K $756K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
339
+ 0.43%
$10.63 - $11.81 $3.6K - $4K
78.8K $919K
SPMD
Spdr Portfolio

ETFs
157
+ 0.84%
$50.29 - $54.92 $7.9K - $8.62K
18.8K $1.03M
KEYS
Keysight Technologies, Inc.

Technology
210
+ 12.06%
$119.86 - $158.87 $25.2K - $33.4K
1.95K $310K
RGA
Reinsurance Group Of America Inc

Financial Services
180
+ 7.11%
$192.62 - $225.79 $34.7K - $40.6K
2.71K $590K
RIO
Rio Tinto PLC

Basic Materials
391
+ 4.77%
$59.71 - $71.21 $23.3K - $27.8K
8.59K $611K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
2.25K
+ 7.48%
$23.36 - $25.92 $52.4K - $58.2K
32.3K $824K
WTRE
Watford Holdings Ltd.

Financial Services
182
+ 0.74%
$17.26 - $20.15 $3.14K - $3.67K
24.9K $496K
HSY
Hershey CO

Consumer Defensive
179
+ 4.73%
$182.45 - $203.25 $32.7K - $36.4K
3.96K $759K
SAVE
Spirit Airlines, Inc.

Industrials
26.6K
New
$2.31 - $3.65 $61.5K - $97.1K
26.6K $63K
LCID
Lucid Group, Inc.

Consumer Cyclical
18.1K
New
$2.64 - $4.26 $47.8K - $77.2K
18.1K $63K
HRL
Hormel Foods Corp

Consumer Defensive
1.65K
+ 20.33%
$30.04 - $33.14 $49.5K - $54.6K
9.76K $309K
FHN
First Horizon Corp

Financial Services
7.62K
+ 3.25%
$14.63 - $17.45 $111K - $133K
242K $3.76M
ACVF
ETF Opportunities Tr American

ETFs
682
+ 5.44%
$39.3 - $43.65 $26.8K - $29.8K
13.2K $577K
IXJ
Ishares Global Healthcare ETF

ETFs
241
+ 3.53%
$91.63 - $101.25 $22.1K - $24.4K
7.08K $694K
AIQ
Global X Funds Global X Artifi

ETFs
1.22K
+ 13.55%
$31.85 - $37.36 $39K - $45.7K
10.2K $380K
ACGL
Arch Capital Group Ltd.

Financial Services
267
+ 10.5%
$94.47 - $114.25 $25.2K - $30.5K
2.81K $314K
PJAN
Innovator U.S. Equity Power Bu

ETFs
187
+ 0.42%
$39.31 - $41.32 $7.35K - $7.73K
44.2K $1.83M
AZN
Astrazeneca PLC

Healthcare
692
+ 9.03%
$76.67 - $87.62 $53.1K - $60.6K
8.35K $650K
EPD
Enterprise Products Partners L.P.

Energy
1.62K
+ 4.62%
$27.88 - $30.0 $45.1K - $48.6K
36.6K $1.07M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
223
+ 0.75%
$21.9 - $24.73 $4.88K - $5.51K
30.1K $713K
IGLB
Ishares 10+ Year Investment Gr

ETFs
221
+ 1.92%
$49.38 - $54.19 $10.9K - $12K
11.8K $629K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
566
+ 1.63%
$49.69 - $50.5 $28.1K - $28.6K
35.2K $1.78M
MUSA
Murphy Usa Inc.

Consumer Cyclical
72
+ 13.48%
$452.85 - $536.35 $32.6K - $38.6K
606 $298K
VOOV
Vanguard S&P 500 Value ETF

ETFs
13
+ 0.42%
$175.0 - $190.72 $2.28K - $2.48K
3.09K $589K
IBB
Ishares Biotechnology ETF

ETFs
212
+ 10.42%
$135.09 - $149.47 $28.6K - $31.7K
2.25K $327K
EMHC
Spdr Bloomberg Emerging Market
955
+ 5.39%
$23.61 - $25.14 $22.5K - $24K
18.7K $468K
INDI
Indie Semiconductor, Inc.

Technology
11.8K
New
$3.18 - $7.42 $37.5K - $87.5K
11.8K $47K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
166
+ 0.47%
$26.01 - $27.41 $4.32K - $4.55K
35.6K $972K
OC
Owens Corning

Industrials
222
+ 11.01%
$154.02 - $186.38 $34.2K - $41.4K
2.24K $394K
Activity Summary
Buys All Purchases 660 New Holdings 120 Increased Positions 540 Sells All Sells 566 Reductions 566 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email