Ae Wealth Management LLC Sells in Q3 2024

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
-496
- 14.04%
$236.42 - $307.13 $117K - $152K
3.04K $891K
BIBL
Northern Lts Fd Tr Iv

ETFs
-532
- 2.5%
$36.61 - $40.67 $19.5K - $21.6K
20.8K $844K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-457
- 2.95%
$71.19 - $76.59 $32.5K - $35K
15K $1.15M
NURE
Nuveen Short Term Reit ETF

ETFs
-102
- 0.71%
$30.74 - $35.1 $3.14K - $3.58K
14.4K $486K
HLN
Haleon PLC

Healthcare
-728
- 3.79%
$8.32 - $10.7 $6.06K - $7.79K
18.5K $195K
UTG
Reaves Utility Income Fund

Financial Services
-2.1K
- 10.71%
$27.16 - $32.8 $57K - $68.8K
17.5K $573K
BNS
Bank Of Nova Scotia

Financial Services
-38
- 0.83%
$44.71 - $54.78 $1.7K - $2.08K
4.53K $246K
CARR
Carrier Global Corp

Industrials
-1.46K
- 16.12%
$61.9 - $80.88 $90.1K - $118K
7.57K $609K
RWO
Spdr Dow Jones Global Real Est

ETFs
-27
- 0.38%
$41.23 - $48.48 $1.11K - $1.31K
7.08K $336K
AXON
Axon Enterprise, Inc.

Industrials
-115
- 13.84%
$286.16 - $399.6 $32.9K - $46K
716 $286K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-448
- 1.48%
$43.99 - $46.63 $19.7K - $20.9K
29.9K $1.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-538
- 3.28%
$113.41 - $125.62 $61K - $67.6K
15.9K $1.99M
AOR
Ishares Tr Core Growth Allocat

ETFs
-13
- 0.08%
$55.15 - $59.31 $717 - $771
15.9K $940K
DTM
Dt Midstream, Inc.

Energy
-74
- 1.08%
$69.34 - $79.28 $5.13K - $5.87K
6.8K $534K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-52
- 0.64%
$43.9 - $52.34 $2.28K - $2.72K
8.02K $412K
FIW
First Trust Water ETF

ETFs
-29
- 0.53%
$98.0 - $109.33 $2.84K - $3.17K
5.45K $595K
KMI
Kinder Morgan, Inc.

Energy
-2.49K
- 5.31%
$19.72 - $22.22 $49.1K - $55.4K
44.4K $980K
ICF
Ishares Tr

ETFs
-147
- 2.1%
$56.77 - $67.33 $8.35K - $9.9K
6.85K $451K
CEG
Constellation Energy Corp

Utilities
-1.54K
- 20.3%
$167.08 - $262.86 $257K - $404K
6.03K $1.57M
DOW
Dow Inc.

Basic Materials
-1.69K
- 1.83%
$50.15 - $55.41 $84.9K - $93.8K
90.6K $4.95M
TRP
Tc Energy Corp

Energy
-565
- 6.61%
$37.48 - $47.9 $21.2K - $27.1K
7.99K $379K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-191
- 3.98%
$47.28 - $62.24 $9.03K - $11.9K
4.6K $282K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-604
- 0.68%
$38.45 - $40.05 $23.2K - $24.2K
88K $3.52M
FFIV
F5, Inc.

Technology
-1.51K
- 18.47%
$170.44 - $223.6 $257K - $337K
6.66K $1.47M
COF
Capital One Financial Corp

Financial Services
-1.01K
- 5.25%
$131.42 - $153.05 $132K - $154K
18.1K $2.72M
XEL
Xcel Energy Inc

Utilities
-2.9K
- 13.5%
$52.11 - $65.3 $151K - $189K
18.6K $1.21M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-2.3K
- 1.98%
$39.33 - $41.74 $90.3K - $95.9K
114K $4.75M
TSN
Tyson Foods, Inc.

Consumer Defensive
-167
- 0.52%
$55.91 - $65.87 $9.34K - $11K
32.2K $1.92M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.36K
- 5.32%
$41.02 - $46.01 $97K - $109K
42.1K $1.91M
PKG
Packaging Corp Of America

Consumer Cyclical
-243
- 6.48%
$176.32 - $215.7 $42.8K - $52.4K
3.51K $755K
O
Realty Income Corp

Real Estate
-765
- 6.78%
$52.36 - $63.42 $40.1K - $48.5K
10.5K $666K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-344
- 3.46%
$110.06 - $128.44 $37.9K - $44.2K
9.6K $1.22M
NGG
National Grid PLC

Utilities
-380
- 4.91%
$57.14 - $70.48 $21.7K - $26.8K
7.36K $512K
MSI
Motorola Solutions, Inc.

Technology
-19
- 1.42%
$385.65 - $450.49 $7.33K - $8.56K
1.32K $594K
ED
Consolidated Edison Inc

Utilities
-833
- 7.3%
$88.42 - $104.97 $73.7K - $87.4K
10.6K $1.1M
PRU
Prudential Financial Inc

Financial Services
-4.25K
- 2.73%
$105.53 - $127.32 $449K - $541K
152K $18.4M
FDL
First Tr Morningstar Dividend

ETFs
-1.48K
- 3.79%
$37.66 - $42.06 $55.8K - $62.3K
37.7K $1.58M
AXP
American Express CO

Financial Services
-1.82K
- 12.14%
$225.92 - $271.17 $411K - $493K
13.2K $3.57M
MSCI
Msci Inc.

Financial Services
-416
- 12.04%
$479.31 - $584.91 $199K - $243K
3.04K $1.77M
FMC
Fmc Corp

Basic Materials
-28.2K
- 11.98%
$54.54 - $66.06 $1.54M - $1.86M
207K $13.7M
DVY
Ishares Tr

ETFs
-1
- 0.01%
$119.99 - $135.74 $120 - $136
8.25K $1.11M
K
Kellogg CO

Consumer Defensive
-350
- 5.48%
$56.19 - $80.81 $19.7K - $28.3K
6.03K $487K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-398
- 0.88%
$32.65 - $36.69 $13K - $14.6K
44.7K $1.62M
WMB
Williams Companies, Inc.

Energy
-3.27K
- 3.77%
$41.24 - $46.22 $135K - $151K
83.4K $3.81M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.13K
- 1.17%
$33.3 - $35.24 $70.8K - $75K
179K $6.32M
SNY
Sanofi

Healthcare
-489
- 2.83%
$48.54 - $58.53 $23.7K - $28.6K
16.8K $969K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-46
- 0.57%
$108.65 - $139.41 $5K - $6.41K
8.04K $1.12M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.18K
- 1.78%
$21.72 - $25.05 $25.6K - $29.5K
65K $1.59M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-572
- 4.84%
$386.81 - $423.12 $221K - $242K
11.2K $4.76M
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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