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
SON
Sonoco Products CO

Consumer Cyclical
3.42K
+ 1.87%
$48.33 - $56.57 $165K - $193K
186K $10.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
119
+ 0.23%
$149.02 - $167.67 $17.7K - $20K
50.8K $8.52M
SUN
Sunoco LP

Energy
17K
+ 115.35%
$50.23 - $58.53 $856K - $998K
31.8K $1.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.29K
+ 3.51%
$41.9 - $48.26 $222K - $255K
156K $7.47M
NJUL
Innovator Growth 100 Power Buf

Technology
13.6K
+ 51.68%
$56.73 - $60.88 $774K - $830K
40K $2.43M
GDDY
Go Daddy Inc.

Technology
5.51K
New
$141.41 - $167.41 $779K - $922K
5.51K $863K
FVAL
Fidelity Covington Tr Value Fa

ETFs
10.6K
+ 14.82%
$55.27 - $60.6 $587K - $643K
82.2K $4.98M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.2K
+ 72.58%
$59.61 - $60.15 $847K - $855K
33.8K $2.02M
VBR
Vanguard Small Cap Value ETF

ETFs
1.09K
+ 3.22%
$179.99 - $201.6 $196K - $220K
34.9K $7.02M
UI
Ubiquiti Inc.

Technology
3.71K
New
$147.13 - $221.72 $545K - $821K
3.71K $821K
FQAL
Fidelity Covington Tr Quality

ETFs
9.44K
+ 16.9%
$58.92 - $64.9 $556K - $613K
65.3K $4.24M
EXPD
Expeditors International Of Washington Inc

Industrials
6.17K
New
$116.1 - $131.42 $716K - $810K
6.17K $810K
SJB
Proshares Tr Short High Yield

ETFs
62.6K
+ 22.78%
$16.19 - $17.04 $1.01M - $1.07M
338K $5.47M
MKC
Mccormick & CO Inc

Consumer Defensive
8.79K
+ 146.87%
$69.44 - $84.76 $610K - $745K
14.8K $1.22M
GIS
General Mills Inc

Consumer Defensive
4.15K
+ 9.13%
$62.5 - $75.15 $259K - $312K
49.6K $3.66M
AMT
American Tower Corp

Real Estate
541
+ 3.16%
$192.27 - $242.73 $104K - $131K
17.6K $4.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.05K
+ 15.08%
$64.35 - $75.71 $389K - $458K
46.1K $3.4M
SAIC
Science Applications International Corp

Technology
4.86K
+ 109.33%
$113.4 - $139.27 $551K - $677K
9.31K $1.3M
MET
Metlife Inc

Financial Services
2.85K
+ 6.54%
$67.96 - $82.48 $194K - $235K
46.4K $3.83M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
20.4K
+ 10.44%
$25.73 - $28.81 $526K - $589K
216K $6.16M
LGOV
First Tr ETF Iv Long Duration

ETFs
29.4K
+ 36.75%
$20.77 - $22.83 $611K - $672K
109K $2.45M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
32.5K
+ 15.15%
$23.73 - $23.93 $771K - $777K
247K $5.88M
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.1K
+ 8.27%
$25.23 - $27.94 $431K - $478K
224K $6.2M
VFH
Vanguard Financial ETF

ETFs
1.65K
+ 2.86%
$99.27 - $111.21 $164K - $183K
59.2K $6.51M
VTI
Vanguard Total Stock Market Et

ETFs
184
+ 0.41%
$255.18 - $283.2 $47K - $52.1K
45.1K $12.8M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.38K
+ 4.97%
$71.31 - $80.0 $241K - $270K
71.4K $5.72M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
13.3K
New
$49.94 - $56.3 $663K - $747K
13.3K $746K
FLRN
Spdr Bloomberg Investment Grad

ETFs
24K
+ 67.47%
$30.55 - $30.85 $734K - $741K
59.6K $1.84M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.85K
+ 6.43%
$84.81 - $93.54 $411K - $454K
80.2K $7.38M
JCI
Johnson Controls International PLC

Industrials
1.56K
+ 2.88%
$65.52 - $77.61 $102K - $121K
55.7K $4.32M
CNHI
Cnh Industrial N.V.

Industrials
69.4K
New
$9.47 - $10.66 $657K - $739K
69.4K $722K
CMI
Cummins Inc

Industrials
92
+ 0.62%
$266.63 - $326.4 $24.5K - $30K
14.9K $4.83M
GOLD
Barrick Gold Corp

Basic Materials
36.2K
New
$16.56 - $21.01 $599K - $760K
36.2K $719K
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 8.65%
$21.91 - $26.03 $236K - $281K
135K $3.47M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.3K
+ 16.61%
$31.05 - $34.29 $476K - $526K
108K $3.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
919
+ 5.14%
$72.18 - $107.33 $66.3K - $98.6K
18.8K $2M
AAL
American Airlines Group Inc.

Industrials
63.3K
+ 585.23%
$11.04 - $11.04 $699K - $699K
74.1K $818K
WPM
Wheaton Precious Metals Corp.

Basic Materials
8.85K
+ 51.09%
$52.04 - $64.22 $460K - $568K
26.2K $1.6M
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.92K
+ 5.58%
$47.12 - $51.72 $279K - $306K
112K $5.72M
FDMO
Fidelity Covington Tr Momentum

ETFs
7.74K
+ 10.81%
$58.85 - $66.21 $456K - $513K
79.4K $5.25M
FDT
First Trust Developed Markets

ETFs
9.37K
+ 17.66%
$51.36 - $58.76 $481K - $551K
62.4K $3.6M
KLAC
Kla Corp

Technology
895
+ 287.78%
$696.17 - $892.35 $623K - $799K
1.21K $933K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
22.4K
+ 33.36%
$25.19 - $26.77 $564K - $599K
89.5K $2.38M
EMR
Emerson Electric CO

Industrials
7.24K
+ 4.69%
$98.19 - $118.87 $711K - $861K
162K $17.7M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
7.08K
+ 34.92%
$82.41 - $92.06 $583K - $652K
27.3K $2.47M
HDV
Ishares Core High Dividend ETF

ETFs
4.02K
+ 19.43%
$107.62 - $118.76 $432K - $477K
24.7K $2.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
21.5K
+ 12.54%
$23.04 - $24.06 $495K - $517K
193K $4.63M
TDIV
First Trust Nasdaq Technology

ETFs
5.23K
+ 10.32%
$70.51 - $81.07 $369K - $424K
55.9K $4.49M
APO
Apollo Global Management, Inc.

Financial Services
4.99K
+ 141.72%
$99.16 - $125.81 $495K - $628K
8.51K $1.06M
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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