Ae Wealth Management LLC New Holdings in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
616
New
$26.08 - $27.65 $16.1K - $17K
616 $16K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
221
New
$74.01 - $80.93 $16.4K - $17.9K
221 $16K
XSW
Spdr S&P Software & Services E

ETFs
87
New
$156.76 - $204.72 $13.6K - $17.8K
87 $16K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
332
New
$50.0 - $50.27 $16.6K - $16.7K
332 $16K
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
466
New
$34.77 - $39.13 $16.2K - $18.2K
466 $16K
LYEL
Lyell Immunopharma, Inc.

Healthcare
25K
New
$0.59 - $1.48 $14.8K - $37K
25K $16K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
1.44K
New
$11.03 - $12.17 $15.8K - $17.5K
1.44K $16K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
220
New
$64.79 - $77.75 $14.3K - $17.1K
220 $16K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
378
New
$37.75 - $44.57 $14.3K - $16.8K
378 $16K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
305
New
$54.15 - $58.81 $16.5K - $17.9K
305 $16K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
285
New
$52.86 - $56.75 $15.1K - $16.2K
285 $15K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
91
New
$167.1 - $175.71 $15.2K - $16K
91 $15K
GUNR
Flexshares Tr Morningstar Glob

ETFs
423
New
$36.15 - $41.9 $15.3K - $17.7K
423 $15K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
177
New
$86.6 - $95.01 $15.3K - $16.8K
177 $15K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
265
New
$57.47 - $61.21 $15.2K - $16.2K
265 $15K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
478
New
$32.85 - $34.26 $15.7K - $16.4K
478 $15K
BOTZ
Global X Fds

ETFs
496
New
$31.11 - $34.18 $15.4K - $17K
496 $15K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
265
New
$53.86 - $60.27 $14.3K - $16K
265 $14K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
628
New
N/A
628 $14K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
241
New
$60.27 - $66.27 $14.5K - $16K
241 $14K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
655
New
$22.1 - $22.59 $14.5K - $14.8K
655 $14K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
696
New
$20.61 - $21.56 $14.3K - $15K
696 $14K
PHYL
Pgim ETF Tr

ETFs
391
New
$34.74 - $35.59 $13.6K - $13.9K
391 $13K
ILF
Ishares Latin America 40 ETF

ETFs
655
New
$20.91 - $26.09 $13.7K - $17.1K
655 $13K
TDVG
T Rowe Price Exchange Traded F

Technology
337
New
$39.51 - $41.92 $13.3K - $14.1K
337 $13K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
175
New
$74.69 - $79.24 $13.1K - $13.9K
175 $13K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
115
New
$115.64 - $129.74 $13.3K - $14.9K
115 $13K
PHO
Invesco Exchange Traded Fd Tr

ETFs
211
New
$65.79 - $72.14 $13.9K - $15.2K
211 $13K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
315
New
$43.6 - $47.2 $13.7K - $14.9K
315 $13K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
144
New
$89.88 - $101.38 $12.9K - $14.6K
144 $13K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
285
New
$46.67 - $47.99 $13.3K - $13.7K
285 $13K
SQFT
Presidio Property Trust, Inc.

Real Estate
17K
New
$0.49 - $0.87 $8.33K - $14.8K
17K $13K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
323
New
$40.41 - $45.12 $13.1K - $14.6K
323 $13K
NUDM
Nuveen Esg International Devel

ETFs
412
New
$30.06 - $33.38 $12.4K - $13.8K
412 $12K
CCRV
Ishares U S ETF Tr Commodity C

ETFs
648
New
$19.65 - $21.86 $12.7K - $14.2K
648 $12K
KRMA
Global X Fds Global X Consciou

ETFs
329
New
$38.55 - $40.97 $12.7K - $13.5K
329 $12K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
269
New
$47.5 - $47.86 $12.8K - $12.9K
269 $12K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
218
New
$55.73 - $61.23 $12.1K - $13.3K
218 $12K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
151
New
$72.85 - $89.2 $11K - $13.5K
151 $12K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
166
New
$75.65 - $83.47 $12.6K - $13.9K
166 $12K
EMTL
Spdr Doubleline Emerging Marke

ETFs
299
New
$42.03 - $43.34 $12.6K - $13K
299 $12K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
168
New
$75.22 - $82.17 $12.6K - $13.8K
168 $12K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
125
New
$101.22 - $107.72 $12.7K - $13.5K
125 $12K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
598
New
$20.56 - $21.33 $12.3K - $12.8K
598 $12K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
399
New
$26.57 - $28.65 $10.6K - $11.4K
399 $11K
INKM
Ssga Active ETF Tr

ETFs
360
New
$31.28 - $32.87 $11.3K - $11.8K
360 $11K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
168
New
$68.01 - $70.67 $11.4K - $11.9K
168 $11K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
532
New
$19.74 - $23.59 $10.5K - $12.5K
532 $10K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
248
New
$40.72 - $42.75 $10.1K - $10.6K
248 $10K
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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