Ae Wealth Management LLC Reduced Holdings in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-5.98K
- 46.25%
N/A
6.95K $0
Exchange Listed Fds Tr
-1.51K
- 11.83%
N/A
11.3K $0
GEFB
Greif, Inc. Cl B
-314
- 7.07%
N/A
4.13K $0
Innovator Etfs Trust
-1.63K
- 12.85%
N/A
11.1K $0
Innovator Etfs Trust
-115
- 0.87%
N/A
13.1K $0
Innovator Etfs Trust
-890
- 3.31%
N/A
26K $0
Innovator Etfs Trust
-12.1K
- 55.98%
N/A
9.51K $0
Innovator Etfs Trust
-80.2K
- 86.69%
N/A
12.3K $0
Innovator Etfs Trust
-95.8K
- 24.03%
N/A
303K $0
Innovator Etfs Trust
-12.2K
- 15.04%
N/A
68.7K $0
Crane Company
-38
- 1.15%
N/A
3.27K $0
Collaborative Investmnt Ser
-955K
- 78.83%
N/A
256K $0
Pimco ETF Tr
-106K
- 90.25%
N/A
11.5K $0
Coherent Corp
-201
- 0.57%
N/A
35.1K $0
INDI
Indie Semiconductor, Inc.

Technology
-122
- 1.03%
$3.31 - $5.48 $404 - $669
11.7K $47K
Innovator Etfs Trust
-8.14K
- 42.28%
N/A
11.1K $0
Doubleline ETF Trust
-939
- 15.08%
N/A
5.29K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
-7.62K
- 40.64%
N/A
11.1K $0
Ea Series Trust
-835
- 2.95%
N/A
27.5K $0
Ea Series Trust
-213
- 2.22%
N/A
9.36K $0
Innovator Etfs Trust
-9.47K
- 59.23%
N/A
6.52K $0
Innovator Etfs Trust
-5.21K
- 48.77%
N/A
5.47K $0
FDLS
Northern Lts Fd Tr Iv Inspire
-1.26K
- 7.94%
N/A
14.6K $0
Innovator Etfs Trust
-4.85K
- 18.64%
N/A
21.2K $0
VOX
Vanguard Communication Service

ETFs
-98
- 5.65%
$144.31 - $163.57 $14.1K - $16K
1.64K $253K
CLW
Clearwater Paper Corp

Basic Materials
-234
- 3.16%
$24.53 - $32.66 $5.74K - $7.64K
7.17K $213K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-862
- 1.58%
$43.61 - $45.3 $37.6K - $39K
53.7K $2.39M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-106
- 0.65%
$32.84 - $33.81 $3.48K - $3.58K
16.2K $543K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-145
- 0.39%
$41.66 - $43.47 $6.04K - $6.3K
37.1K $1.58M
FV
First Trust Dorsey Wright Focu

ETFs
-25
- 0.2%
$57.47 - $62.82 $1.44K - $1.57K
12.3K $723K
ROIV
Roivant Sciences Ltd.

Healthcare
-2.72K
- 1.87%
$11.16 - $12.71 $30.3K - $34.5K
143K $1.69M
SPOT
Spotify Technology S.A.

Communication Services
-122
- 14.24%
$362.95 - $502.38 $44.3K - $61.3K
735 $328K
FTC
First Tr Lge Cap Growth

ETFs
-12
- 0.45%
$130.13 - $149.09 $1.56K - $1.79K
2.68K $369K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-204
- 1.39%
$50.52 - $56.61 $10.3K - $11.5K
14.5K $771K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-5.39K
- 16.86%
$7.33 - $12.37 $39.5K - $66.7K
26.6K $281K
HSBC
Hsbc Holdings PLC

Financial Services
-26
- 0.38%
$43.83 - $49.51 $1.14K - $1.29K
6.9K $341K
IGV
Ishares Expanded Tech Software

ETFs
-446
- 6.37%
$87.5 - $110.17 $39K - $49.1K
6.56K $656K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-846
- 7.81%
$19.44 - $28.35 $16.4K - $24K
9.99K $257K
FFIV
F5, Inc.

Technology
-668
- 10.03%
$213.56 - $263.36 $143K - $176K
6K $1.51M
SQ
Block, Inc.

Technology
-29
- 0.9%
$65.06 - $98.92 $1.89K - $2.87K
3.18K $270K
CBRE
Cbre Group, Inc.

Real Estate
-427
- 2.63%
$119.22 - $140.71 $50.9K - $60.1K
15.8K $2.08M
LUV
Southwest Airlines CO

Industrials
-432
- 2.39%
$28.99 - $34.84 $12.5K - $15.1K
17.7K $593K
BX
Blackstone Inc.

Financial Services
-400
- 5.94%
$148.45 - $199.05 $59.4K - $79.6K
6.33K $1.09M
DXCM
Dexcom Inc

Healthcare
-1.55K
- 8.31%
$65.68 - $81.01 $102K - $126K
17.1K $1.33M
FSK
Fs Kkr Capital Corp

Financial Services
-3.14K
- 3.9%
$19.71 - $22.22 $61.9K - $69.8K
77.4K $1.68M
SOFI
So Fi Technologies, Inc.

Financial Services
-2.44K
- 13.99%
$7.63 - $16.88 $18.6K - $41.2K
15K $231K
VFH
Vanguard Financial ETF

ETFs
-3.13K
- 5.29%
$108.87 - $126.2 $341K - $396K
56.1K $6.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-645
- 6.38%
$172.07 - $207.36 $111K - $134K
9.47K $1.87M
TTWO
Take Two Interactive Software Inc

Communication Services
-1.7K
- 11.97%
$147.66 - $190.46 $251K - $324K
12.5K $2.3M
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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