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
C
Citigroup Inc

Financial Services
31.9K
+ 11.7%
$56.11 - $67.61 $1.79M - $2.16M
304K $19.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11.7K
+ 24.86%
$116.79 - $133.54 $1.36M - $1.56M
58.7K $7.74M
CAG
Conagra Brands Inc.

Consumer Defensive
4.55K
+ 1.18%
$28.13 - $32.83 $128K - $149K
391K $12.7M
IRM
Iron Mountain Inc

Real Estate
9.72K
+ 54.0%
$89.69 - $119.32 $872K - $1.16M
27.7K $3.3M
SVOL
Simplify ETF Simplify Volatili

ETFs
78.1K
+ 54.84%
$20.05 - $22.81 $1.57M - $1.78M
220K $4.84M
QCOM
Qualcomm Inc

Technology
18.8K
+ 34.11%
$156.12 - $209.64 $2.94M - $3.95M
74K $12.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15.3K
+ 3.47%
$100.09 - $100.69 $1.53M - $1.54M
455K $45.8M
PAUG
Innovator U.S. Equity Power Bu

ETFs
37.7K
+ 48.4%
$35.57 - $37.86 $1.34M - $1.43M
116K $4.38M
HYGV
Flexshares Tr High Yield Value

ETFs
31.1K
+ 17.7%
$40.11 - $41.67 $1.25M - $1.3M
207K $8.62M
XLB
Select Sector Spdr Fd Material

ETFs
11K
+ 20.21%
$86.95 - $97.09 $954K - $1.07M
65.2K $6.29M
URI
United Rentals, Inc.

Industrials
1.6K
+ 159.5%
$627.41 - $814.1 $1.01M - $1.31M
2.61K $2.11M
XLE
Energy Sector Spdr

ETFs
20K
+ 18.03%
$84.35 - $93.39 $1.68M - $1.86M
131K $11.5M
TMUS
T Mobile Us, Inc.

Communication Services
4.16K
+ 24.79%
$175.14 - $206.36 $729K - $859K
21K $4.32M
FTA
First Tr Large Cap Value

ETFs
10.3K
+ 10.46%
$72.76 - $79.13 $751K - $817K
109K $8.63M
ADI
Analog Devices Inc

Technology
5.74K
+ 29.83%
$200.56 - $243.33 $1.15M - $1.4M
25K $5.75M
VIG
Vanguard Dividend Appreciation

ETFs
7.35K
+ 22.8%
$182.15 - $182.15 $1.34M - $1.34M
39.6K $7.21M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.4K
+ 91.55%
$48.06 - $49.39 $1.27M - $1.3M
55.2K $2.72M
ABNB
Airbnb, Inc.

Consumer Cyclical
10.7K
+ 504.3%
$113.01 - $154.34 $1.21M - $1.65M
12.8K $1.62M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
82K
+ 80.11%
$14.71 - $16.26 $1.21M - $1.33M
184K $2.82M
GBIL
Goldman Sachs Access Treasury

ETFs
12.6K
New
$99.7 - $100.3 $1.26M - $1.27M
12.6K $1.27M
JBL
Jabil Inc

Technology
10K
+ 164.45%
$97.55 - $126.65 $976K - $1.27M
16.1K $1.93M
DXCM
Dexcom Inc

Healthcare
18.7K
New
$64.0 - $116.06 $1.19M - $2.17M
18.7K $1.25M
OXY
Occidental Petroleum Corp

Energy
24.8K
+ 229.59%
$49.91 - $63.73 $1.24M - $1.58M
35.6K $1.84M
EBAY
Ebay Inc

Consumer Cyclical
8.63K
+ 16.7%
$52.61 - $65.44 $454K - $565K
60.3K $3.93M
SIXJ
Aim ETF Prods Tr Allianzim U S
28.3K
+ 8.95%
$27.55 - $29.4 $780K - $832K
344K $10.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
19.9K
+ 26.11%
$57.96 - $65.72 $1.15M - $1.31M
96.1K $5.74M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
11.9K
+ 19.23%
$57.69 - $64.56 $689K - $771K
74K $4.73M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
18.7K
+ 201.25%
$53.41 - $57.9 $997K - $1.08M
27.9K $1.62M
DFAE
Dimensional ETF Tr

ETFs
29.1K
+ 14.41%
$24.46 - $27.82 $711K - $809K
231K $6.33M
ISRG
Intuitive Surgical Inc

Healthcare
1.88K
+ 49.16%
$416.14 - $494.01 $782K - $928K
5.7K $2.8M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.65K
+ 0.9%
$33.62 - $38.33 $123K - $140K
408K $15.4M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
8.05K
+ 6.68%
$67.43 - $74.23 $543K - $598K
129K $9.37M
VEA
Vanguard Ftse Developed Market

ETFs
8.28K
+ 4.3%
$47.6 - $53.31 $394K - $441K
201K $10.6M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
50.7K
New
$18.31 - $20.21 $929K - $1.03M
50.7K $1.03M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.53K
+ 8.63%
$38.04 - $45.36 $325K - $387K
107K $4.8M
WHR
Whirlpool Corp

Consumer Cyclical
4.75K
+ 4.66%
$90.25 - $112.34 $429K - $534K
107K $11.4M
CTAS
Cintas Corp

Industrials
12.6K
+ 389.54%
$201.38 - $819.83 $2.53M - $10.3M
15.8K $3.25M
UBER
Uber Technologies, Inc

Technology
8.8K
+ 7.02%
$58.48 - $77.47 $515K - $682K
134K $10.1M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.6K
+ 8.48%
$85.44 - $110.36 $222K - $286K
33.2K $3.66M
IFRA
Ishares Tr

ETFs
5.12K
+ 3.5%
$41.55 - $46.97 $213K - $241K
151K $7.11M
IYF
Ishares Tr

ETFs
3.07K
+ 4.56%
$93.83 - $105.05 $288K - $322K
70.3K $7.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.16K
+ 2.3%
$54.98 - $59.51 $283K - $307K
229K $13.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.4K
+ 72.13%
$50.63 - $51.11 $934K - $943K
44K $2.25M
DGRO
Ishares Core Dividend Growth E

ETFs
5.96K
+ 5.4%
$57.47 - $62.76 $342K - $374K
116K $7.29M
QTEC
First Trust Nasdaq 100 Technol

ETFs
5.14K
+ 61.07%
$169.92 - $205.38 $873K - $1.06M
13.5K $2.59M
IYC
Ishares U.S. Consumer Discreti

ETFs
4.67K
+ 6.02%
$76.12 - $88.31 $355K - $412K
82.3K $7.24M
FCOM
Fidelity Covington Tr Msci Com

ETFs
12.2K
+ 14.24%
$49.09 - $55.08 $598K - $671K
97.7K $5.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.59K
+ 16.66%
$57.22 - $80.08 $262K - $367K
32.1K $2.51M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.7K
+ 25.75%
$63.28 - $70.06 $676K - $748K
52.1K $3.65M
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
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