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
RYU
Invesco S&P 500 Equal Weight U

ETFs
560
New
N/A
560 $0
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
3
New
$49.63 - $50.41 $149 - $151
3 $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
300
New
N/A
300 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
1.75K
New
N/A
1.75K $0
J P Morgan Exchange Traded F
22
New
N/A
22 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
565
New
N/A
565 $0
J P Morgan Exchange Traded F
57
New
N/A
57 $0
J P Morgan Exchange Traded F
78
New
N/A
78 $0
J P Morgan Exchange Traded F
1.1K
New
N/A
1.1K $0
J P Morgan Exchange Traded F
70
New
N/A
70 $0
THD
Ishares Inc Msci Thailand ETF

ETFs
12
New
$58.94 - $69.61 $707 - $835
12 $0
BYLD
Ishares Tr Yield Optimized Bd
2.29K
New
N/A
2.29K $0
EWS
Ishares Inc Msci Singapore ETF

ETFs
18
New
$21.36 - $23.24 $384 - $418
18 $0
FM
Ishares Msci Frontier And Sele

ETFs
14
New
$27.11 - $27.7 $380 - $388
14 $0
JPEM
Jp Morgan Diversified Return

ETFs
9
New
$51.88 - $57.84 $467 - $521
9 $0
Ishares Bitcoin Trust ETF
14.7K
New
N/A
14.7K $0
Invesco Galaxy Bitcoin ETF
4.78K
New
N/A
4.78K $0
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14
New
$50.67 - $50.9 $709 - $713
14 $0
NFTY
First Tr Alphadex Fd Ii India
289
New
N/A
289 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.26K
New
N/A
1.26K $0
SCHQ
Schwab Strategic Tr Long Term

ETFs
7
New
$31.33 - $35.13 $219 - $246
7 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
196
New
N/A
196 $0
RSEE
Collaborative Invt Ser Tr Rare
9
New
N/A
9 $0
RDFI
Collaborative Invt Ser Tr Rare
5
New
N/A
5 $0
Collaborative Investmnt Ser
1.04M
New
N/A
1.04M $0
GHTA
Collaborative Invt Ser Tr Goos
6
New
N/A
6 $0
Collaborative Investmnt Ser
5
New
N/A
5 $0
ICAP
Series Portfolios Tr Infracap

ETFs
2
New
$25.85 - $28.41 $51.7 - $56.8
2 $0
Schwab Strategic Tr
1.71K
New
N/A
1.71K $0
Collaborative Investmnt Ser
7
New
N/A
7 $0
MISL
First Tr Exchange Traded Fd In
286
New
N/A
286 $0
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
13
New
$51.94 - $55.55 $675 - $722
13 $0
Sable Offshore Corp
30.7K
New
N/A
30.7K $0
Innovator Etfs Trust
2.1K
New
N/A
2.1K $0
Innovator Etfs Trust
519
New
N/A
519 $0
STCE
Schwab Strategic Tr Crypto The
103
New
N/A
103 $0
Innovator Etfs Trust
1.62K
New
N/A
1.62K $0
Innovator Etfs Trust
2.63K
New
N/A
2.63K $0
Collaborative Investmnt Ser
13
New
N/A
13 $0
Innovator Etfs Trust
1.02K
New
N/A
1.02K $0
Simplify Exchange Traded Fun
34
New
N/A
34 $0
Calamos ETF Tr
49
New
N/A
49 $0
Spdr Ser Tr
18.4K
New
N/A
18.4K $0
Innovator Etfs Trust
7.37K
New
N/A
7.37K $0
Innovator Etfs Trust
1.54K
New
N/A
1.54K $0
IGTR
Innovator Etfs Tr Gradient Tac
907
New
N/A
907 $0
DGT
Spdr Global Dow ETF
350
New
N/A
350 $0
Innovator Etfs Trust
5.1K
New
N/A
5.1K $0
Innovator Etfs Trust
241K
New
N/A
241K $0
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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