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
CALM
Cal Maine Foods Inc

Consumer Defensive
109
+ 0.61%
$61.82 - $74.9 $6.74K - $8.16K
17.9K $1.34M
NFG
National Fuel Gas CO

Energy
4.11K
New
$54.14 - $61.22 $223K - $252K
4.11K $249K
PSA
Public Storage

Real Estate
40
+ 1.31%
$283.13 - $365.01 $11.3K - $14.6K
3.11K $1.13M
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.87K
New
$48.4 - $50.91 $236K - $248K
4.87K $246K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.08K
+ 3.46%
$46.89 - $52.24 $144K - $161K
91.9K $4.77M
AVY
Avery Dennison Corp

Industrials
1.11K
New
$202.27 - $224.18 $224K - $248K
1.11K $244K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
5.05K
New
$45.82 - $48.72 $231K - $246K
5.05K $243K
FTDS
First Trust Dividend Strength

ETFs
4.65K
New
$47.93 - $52.41 $223K - $244K
4.65K $242K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.03K
+ 4.25%
$81.31 - $83.29 $165K - $169K
49.8K $4.14M
FSS
Federal Signal Corp

Industrials
2.57K
New
$82.35 - $99.97 $211K - $257K
2.57K $239K
IGV
Ishares Expanded Tech Software

ETFs
2.54K
+ 56.83%
$77.94 - $89.37 $198K - $227K
7K $625K
IYM
Ishares Tr

ETFs
583
+ 3.92%
$136.13 - $151.64 $79.4K - $88.4K
15.5K $2.32M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.02K
New
$98.71 - $117.61 $200K - $238K
2.02K $237K
LEN
Lennar Corp

Consumer Cyclical
1.26K
New
$142.5 - $192.45 $180K - $243K
1.26K $236K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.01K
+ 8.97%
$74.26 - $78.84 $149K - $158K
24.3K $1.91M
MANH
Manhattan Associates Inc

Technology
837
New
$218.59 - $286.0 $183K - $239K
837 $235K
AGNC
Agnc Investment Corp.

Real Estate
22.2K
New
$9.48 - $10.66 $211K - $237K
22.2K $232K
VOYA
Voya Financial, Inc.

Financial Services
2.92K
New
$64.58 - $79.22 $189K - $231K
2.92K $231K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.2K
New
$98.01 - $106.59 $215K - $234K
2.2K $229K
EEM
Ishares Msci Emerging Markets

ETFs
5.01K
New
$40.42 - $46.7 $203K - $234K
5.01K $229K
IYE
Ishares Tr

ETFs
4.9K
New
$44.44 - $49.18 $218K - $241K
4.9K $227K
IWN
Ishares Russell2000 Val ETF

ETFs
538
+ 5.74%
$150.05 - $171.34 $80.7K - $92.2K
9.92K $1.65M
HYLS
First Tr Tactical High Yield L

ETFs
4.9K
+ 33.1%
$40.54 - $42.23 $199K - $207K
19.7K $827K
KBH
Kb Home

Consumer Cyclical
2.64K
New
$65.35 - $89.63 $173K - $237K
2.64K $226K
PWR
Quanta Services, Inc.

Industrials
754
New
$239.58 - $298.23 $181K - $225K
754 $224K
TSCO
Tractor Supply CO

Consumer Cyclical
772
New
$251.95 - $290.93 $195K - $225K
772 $224K
VRT
Vertiv Holdings CO

Industrials
2.57K
New
$86.66 - $86.66 $223K - $223K
2.57K $223K
FLMI
Franklin Dynamic Municipal Bon

ETFs
8.94K
New
$24.32 - $25.01 $217K - $223K
8.94K $223K
OLED
Universal Display Corp Pa

Technology
1.06K
New
$157.72 - $236.42 $167K - $250K
1.06K $222K
PAYX
Paychex Inc

Industrials
882
+ 13.36%
$116.17 - $135.19 $102K - $119K
7.49K $1M
FNDX
Schwab Fundamental U S Large C

ETFs
627
+ 1.69%
$65.36 - $71.76 $41K - $45K
37.7K $2.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
455
+ 5.25%
$173.36 - $189.8 $78.9K - $86.4K
9.12K $1.73M
BLD
Top Build Corp

Industrials
534
New
$360.4 - $479.09 $192K - $256K
534 $217K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.44K
New
$136.06 - $155.24 $196K - $223K
1.44K $216K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.98K
New
$100.75 - $111.62 $199K - $221K
1.98K $216K
BSMU
Invesco Exchange Self Ind Tr

ETFs
8.49K
+ 12.25%
$21.72 - $22.21 $184K - $188K
77.8K $1.72M
SPG
Simon Property Group Inc

Real Estate
1.27K
New
$146.09 - $170.11 $185K - $215K
1.27K $213K
GVI
Ishares Tr

ETFs
1.99K
New
$103.17 - $107.43 $205K - $213K
1.99K $212K
TTD
Trade Desk, Inc.

Technology
1.46K
+ 34.99%
$83.08 - $110.79 $121K - $162K
5.64K $618K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.18K
New
$154.72 - $185.62 $183K - $219K
1.18K $210K
BK
Bank Of New York Mellon Corp

Financial Services
126
+ 0.75%
$59.54 - $72.17 $7.5K - $9.09K
16.9K $1.22M
IT
Gartner Inc

Technology
415
New
$441.32 - $516.47 $183K - $214K
415 $210K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8.24K
+ 18.61%
$25.19 - $25.5 $207K - $210K
52.5K $1.34M
FLNG
Flex Lng Ltd.

Energy
8.2K
New
$25.02 - $27.61 $205K - $226K
8.2K $208K
TPLE
Timothy Plan Us Large/Mid Core

ETFs
7.88K
New
$23.85 - $26.23 $188K - $207K
7.88K $206K
NVST
Envista Holdings Corp

Healthcare
10.5K
New
$15.3 - $19.76 $160K - $207K
10.5K $206K
FELE
Franklin Electric CO Inc

Industrials
1.96K
New
$93.65 - $106.62 $183K - $209K
1.96K $205K
SIGI
Selective Insurance Group Inc

Financial Services
2.21K
New
$82.08 - $101.2 $181K - $223K
2.21K $205K
MPWR
Monolithic Power Systems Inc

Technology
222
New
$757.04 - $947.16 $168K - $210K
222 $205K
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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