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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35
+ 0.02%
$96.25 - $101.98 $3.37K - $3.57K
152K $15.4M
ADP
Automatic Data Processing Inc

Industrials
939
+ 9.93%
$233.44 - $279.45 $219K - $262K
10.4K $2.88M
CBRE
Cbre Group, Inc.

Real Estate
487
+ 3.09%
$85.97 - $124.48 $41.9K - $60.6K
16.3K $2.02M
IXP
Ishares Global Comm Services E

ETFs
2.93K
+ 4.54%
$83.95 - $94.13 $246K - $275K
67.3K $6.33M
CHTR
Charter Communications, Inc.

Communication Services
1.89K
New
$290.56 - $383.07 $550K - $726K
1.89K $613K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.1K
+ 8.83%
$24.86 - $26.33 $400K - $424K
198K $5.18M
FDN
First Tr Fd Dow Jones

ETFs
2.19K
+ 11.52%
$183.68 - $212.48 $402K - $466K
21.2K $4.49M
GPC
Genuine Parts CO

Consumer Cyclical
4K
+ 16.41%
$131.04 - $147.11 $525K - $589K
28.4K $3.97M
IYY
Ishares Tr

ETFs
4.07K
+ 199.66%
$125.77 - $139.59 $512K - $568K
6.1K $852K
MPC
Marathon Petroleum Corp

Energy
5.27K
+ 19.37%
$158.61 - $180.75 $836K - $953K
32.5K $5.29M
DFIC
Dimensional ETF Tr Dimensional

ETFs
19.8K
New
$25.36 - $28.37 $502K - $562K
19.8K $557K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.9K
+ 13.06%
$28.1 - $29.89 $419K - $445K
129K $3.86M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
527
+ 96.34%
$1024.09 - $1201.76 $540K - $633K
1.07K $1.13M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.73K
+ 3.45%
$39.95 - $45.86 $109K - $125K
81.8K $3.73M
CWEN
Clearway Energy, Inc.

Utilities
4.02K
+ 5.66%
$24.11 - $30.68 $96.9K - $123K
75K $2.3M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
11.4K
+ 7.92%
$29.77 - $32.21 $341K - $369K
156K $5.02M
PCH
Potlatchdeltic Corp

Real Estate
10.5K
+ 91.21%
$37.5 - $46.09 $394K - $484K
22K $992K
MED
Medifast Inc

Consumer Cyclical
28K
New
$17.94 - $21.93 $502K - $614K
28K $535K
BNDX
Vanguard Total International B

ETFs
8.27K
+ 11.29%
$48.42 - $50.35 $400K - $416K
81.5K $4.1M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
11.1K
+ 7.95%
$31.14 - $33.49 $344K - $370K
150K $5.03M
PJUL
Innovator U.S. Equity Power Bu

ETFs
9.94K
+ 13.19%
$37.89 - $40.48 $376K - $402K
85.3K $3.45M
FPRO
Fidelity Covington Tr

ETFs
21.5K
New
$20.64 - $24.75 $444K - $532K
21.5K $521K
ERIE
Erie Indemnity CO

Financial Services
959
New
$356.56 - $544.84 $342K - $523K
959 $517K
HON
Honeywell International Inc

Industrials
5.44K
+ 6.11%
$196.73 - $220.21 $1.07M - $1.2M
94.4K $19.5M
IXUS
Ishares Tr

ETFs
1.28K
+ 1.54%
$64.9 - $73.35 $82.9K - $93.7K
84.4K $6.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.08K
+ 1.79%
$71.45 - $75.64 $149K - $157K
118K $8.88M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
9.32K
+ 6.43%
$49.88 - $50.45 $465K - $470K
154K $7.74M
DHI
Horton D R Inc

Consumer Cyclical
1.24K
+ 23.53%
$135.21 - $197.06 $168K - $245K
6.52K $1.24M
PDD
Pinduoduo Inc.

Consumer Cyclical
3.68K
New
$89.17 - $151.11 $329K - $557K
3.68K $496K
PHYS
Sprott Physical Gold Trust

Financial Services
17.3K
+ 28.13%
$18.12 - $20.72 $313K - $358K
78.6K $1.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.44K
New
$80.44 - $110.41 $357K - $490K
4.44K $490K
PFF
Ishares Trust Ishares Pfd And

ETFs
13.1K
+ 43.09%
$31.18 - $33.5 $407K - $437K
43.4K $1.44M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.03K
+ 23.8%
$69.16 - $76.64 $348K - $385K
26.1K $1.97M
ZION
Zions Bancorporation, National Association

Financial Services
6.16K
+ 13.16%
$42.49 - $52.53 $262K - $324K
53K $2.5M
VCR
Vanguard Consumer Discretionar

ETFs
140
+ 0.94%
$291.88 - $341.94 $40.9K - $47.9K
15K $5.12M
FDVV
Fidelity High Dividend ETF

ETFs
3.4K
+ 4.52%
$46.26 - $50.65 $157K - $172K
78.6K $3.98M
CTSH
Cognizant Technology Solutions Corp

Technology
4.38K
+ 34.34%
$66.89 - $77.87 $293K - $341K
17.2K $1.32M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.01%
$72.51 - $98.6 $218 - $296
23.1K $2.25M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
23.1K
+ 20.69%
$18.74 - $20.92 $434K - $484K
135K $2.65M
ECL
Ecolab Inc.

Basic Materials
1.37K
+ 26.96%
$228.86 - $255.76 $314K - $350K
6.45K $1.65M
DOX
Amdocs LTD

Technology
4.53K
+ 167.34%
$78.13 - $87.85 $354K - $398K
7.24K $633K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3.15K
New
$126.87 - $148.36 $399K - $467K
3.15K $414K
AFG
American Financial Group Inc

Financial Services
2.67K
+ 61.08%
$119.65 - $137.03 $320K - $366K
7.05K $948K
FSMD
Fidelity Covington Tr Small Mi

ETFs
6.08K
+ 15.86%
$37.22 - $41.47 $226K - $252K
44.4K $1.84M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5.95K
+ 30.88%
$76.83 - $91.38 $457K - $543K
25.2K $2.08M
S
Sentinel One, Inc.

Technology
16.3K
New
$19.76 - $25.26 $321K - $411K
16.3K $388K
PCAR
Paccar Inc

Industrials
4.06K
+ 104.55%
$91.64 - $109.98 $372K - $447K
7.95K $784K
FSIG
First Tr ETF Iv LTD Duration I
16.9K
+ 19.36%
$18.72 - $19.32 $317K - $327K
104K $2.01M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
11.1K
+ 12.09%
$27.32 - $28.07 $304K - $312K
103K $2.89M
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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