Ae Wealth Management LLC Incresed Positions in Q3 2024

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
12.6K
+ 3.12%
$39.04 - $47.23 $492K - $595K
416K $19M
DFAT
Dimensional ETF Tr U S Target

ETFs
32.5K
+ 11.13%
$51.0 - $57.07 $1.66M - $1.86M
325K $18.1M
FPX
First Trust Us Equity Opportun

ETFs
25.9K
+ 1114.09%
$92.33 - $110.55 $2.39M - $2.86M
28.2K $3.11M
WDIV
Spdr S&P Global Dividend ETF

ETFs
5.94K
+ 1.82%
$59.25 - $67.03 $352K - $398K
333K $22.2M
MNST
Monster Beverage Corp

Consumer Defensive
51.5K
+ 67.84%
$45.01 - $52.47 $2.32M - $2.7M
127K $6.65M
TYA
Simplify Exchange Traded Fds S

ETFs
235K
+ 41.39%
$12.71 - $12.71 $2.99M - $2.99M
803K $10.2M
ETN
Eaton Corp PLC

Industrials
6.91K
+ 24.11%
$272.52 - $333.02 $1.88M - $2.3M
35.6K $11.8M
OMC
Omnicom Group Inc.

Communication Services
3.21K
+ 1.79%
$87.69 - $103.9 $282K - $334K
183K $18.9M
FTCS
First Trust Capital Strength E

ETFs
22.7K
+ 22.24%
$83.58 - $90.94 $1.9M - $2.07M
125K $11.3M
XLC
Select Sector Spdr Tr Communic

ETFs
22.3K
+ 14.46%
$82.16 - $90.4 $1.83M - $2.01M
176K $15.9M
NFLX
Netflix Inc

Communication Services
3.33K
+ 31.78%
$598.55 - $722.26 $1.99M - $2.4M
13.8K $9.78M
DFAI
Dimensional ETF Tr

ETFs
52.9K
+ 11.0%
$28.69 - $32.06 $1.52M - $1.7M
534K $17M
WEC
Wec Energy Group, Inc.

Utilities
3.73K
+ 2.92%
$77.68 - $96.19 $289K - $358K
131K $12.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
44.6K
+ 8.84%
$30.74 - $34.07 $1.37M - $1.52M
549K $18.7M
BWA
Borgwarner Inc

Consumer Cyclical
31.5K
+ 9.09%
$31.19 - $36.75 $982K - $1.16M
378K $13.7M
BAC
Bank Of America Corp

Financial Services
63K
+ 10.64%
$36.65 - $44.13 $2.31M - $2.78M
656K $26M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
41.4K
+ 10.29%
$41.34 - $43.55 $1.71M - $1.8M
444K $19.2M
MUB
Ishares National Muni Bond ETF

ETFs
16.4K
+ 5.14%
$106.13 - $108.7 $1.74M - $1.79M
336K $36.5M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
24.9K
+ 2.89%
$22.11 - $24.64 $552K - $615K
889K $21.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
13.9K
+ 3.65%
$56.52 - $63.23 $783K - $876K
394K $24.2M
FNF
Fidelity National Financial, Inc.

Financial Services
2.01K
+ 1.17%
$48.08 - $62.04 $96.7K - $125K
174K $10.8M
LNT
Alliant Energy Corp

Utilities
2.4K
+ 1.11%
$50.74 - $60.74 $122K - $146K
219K $13.3M
CMS
Cms Energy Corp

Utilities
75
+ 0.04%
$58.7 - $70.62 $4.4K - $5.3K
203K $14.3M
XLI
Industrial Sector Spdr

ETFs
9.47K
+ 13.27%
$120.56 - $135.44 $1.14M - $1.28M
80.9K $11M
VRSN
Verisign Inc

Technology
11.3K
+ 154.02%
$174.18 - $190.64 $1.97M - $2.16M
18.7K $3.54M
RF
Regions Financial Corp

Financial Services
3.82K
+ 0.59%
$19.51 - $23.42 $74.6K - $89.5K
649K $15.1M
VV
Vanguard Large Cap ETF

ETFs
8.19K
+ 244.4%
$236.92 - $263.4 $1.94M - $2.16M
11.5K $3.04M
HBAN
Huntington Bancshares Inc

Financial Services
23K
+ 1.92%
$12.84 - $15.15 $295K - $348K
1.22M $17.9M
RTX
Raytheon Technologies Corp

Industrials
4.18K
+ 5.28%
$99.55 - $123.34 $417K - $516K
83.5K $10.1M
NRG
Nrg Energy, Inc.

Utilities
1.9K
+ 1.3%
$68.89 - $91.22 $131K - $173K
148K $13.5M
GILD
Gilead Sciences, Inc.

Healthcare
19.2K
+ 64.34%
$66.59 - $83.99 $1.28M - $1.61M
49K $4.1M
CAT
Caterpillar Inc

Industrials
1.76K
+ 7.66%
$316.8 - $391.12 $559K - $690K
24.8K $9.7M
JBHT
Hunt J B Transport Services Inc

Industrials
4.12K
+ 3.89%
$155.54 - $176.97 $641K - $729K
110K $19M
ORCL
Oracle Corp

Technology
2.11K
+ 3.77%
$125.9 - $170.35 $266K - $359K
58.1K $9.9M
CSX
Csx Corp

Industrials
38.6K
+ 6.28%
$32.48 - $35.45 $1.25M - $1.37M
652K $22.5M
MAS
Masco Corp

Industrials
11.2K
+ 20.46%
$64.7 - $83.94 $721K - $936K
65.6K $5.51M
VTWO
Vanguard Russell 2000 ETF

ETFs
6.54K
+ 3.76%
$81.17 - $90.77 $531K - $593K
180K $16.1M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
6.5K
+ 0.53%
$28.45 - $30.18 $185K - $196K
1.24M $37.2M
PGR
Progressive Corp

Financial Services
5.5K
+ 60.94%
$209.46 - $259.24 $1.15M - $1.43M
14.5K $3.68M
AWK
American Water Works Company, Inc.

Utilities
11.9K
+ 638.65%
$127.76 - $149.9 $1.52M - $1.78M
13.8K $2.01M
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
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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