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
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.7K
- 4.21%
$32.1 - $38.93 $54.5K - $66.1K
38.7K $1.46M
VO
Vanguard Mid Cap ETF

ETFs
-2.23K
- 6.59%
$237.84 - $263.83 $530K - $588K
31.6K $8.34M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-564
- 1.77%
$64.57 - $71.76 $36.4K - $40.5K
31.3K $2.24M
SHOP
Shopify Inc.

Technology
-6.42K
- 13.12%
$52.26 - $80.75 $336K - $519K
42.5K $3.41M
SLV
I Shares Silver Trust

ETFs
-1.34K
- 1.12%
$24.33 - $29.38 $32.5K - $39.3K
118K $3.36M
USRT
Ishares Core U.S. Reit ETF

ETFs
-43
- 0.19%
$53.07 - $62.66 $2.28K - $2.69K
23.2K $1.43M
MGV
Vanguard Mega Cap Value

ETFs
-1.04K
- 3.21%
$118.0 - $128.28 $123K - $134K
31.4K $4.03M
REZ
Ishares Tr Residential And Mul

ETFs
-92
- 0.54%
$76.42 - $91.19 $7.03K - $8.39K
16.9K $1.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-476
- 0.78%
$57.32 - $62.65 $27.3K - $29.8K
60.5K $3.77M
BAR
Granite Shares Gold Trust

ETFs
-2.11K
- 2.44%
$23.01 - $26.37 $48.6K - $55.7K
84.4K $2.19M
ENB
Enbridge Inc

Energy
-1.42K
- 2.48%
$35.27 - $41.18 $50.2K - $58.6K
56K $2.28M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-3.96K
- 1.25%
$28.28 - $30.21 $112K - $120K
312K $9.42M
DE
Deere & CO

Industrials
-144
- 1.99%
$344.84 - $418.0 $49.7K - $60.2K
7.1K $2.96M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-3.46K
- 1.74%
$15.81 - $18.96 $54.7K - $65.6K
195K $3.52M
CCK
Crown Holdings Inc

Consumer Cyclical
-156
- 1.06%
$71.52 - $95.86 $11.2K - $15K
14.6K $1.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2K
- 3.02%
$83.76 - $91.82 $167K - $183K
64K $5.84M
NHC
National Healthcare Corp

Healthcare
-1.01K
- 3.84%
$109.43 - $137.13 $110K - $138K
25.2K $3.18M
IAU
Ishares Gold Trust

ETFs
-14.4K
- 7.89%
$44.06 - $50.5 $634K - $726K
168K $8.34M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.04K
- 3.19%
$82.97 - $98.97 $86.3K - $103K
31.5K $3.07M
PDI
Pimco Dynamic Income Fund

Financial Services
-1.37K
- 0.53%
$18.7 - $20.25 $25.7K - $27.8K
258K $5.23M
IQV
Iqvia Holdings Inc.

Healthcare
-20
- 0.13%
$206.81 - $251.55 $4.14K - $5.03K
15.3K $3.63M
IDEV
Ishares Core Msci Intl Develop

ETFs
-19.6K
- 5.67%
$63.46 - $71.43 $1.24M - $1.4M
326K $23.1M
VB
Vanguard Small Cap ETF

ETFs
-436
- 1.58%
$214.77 - $237.72 $93.6K - $104K
27.2K $6.45M
FAST
Fastenal CO

Industrials
-179
- 0.33%
$62.09 - $71.83 $11.1K - $12.9K
53.5K $3.82M
NEE
Nextera Energy Inc

Utilities
-6K
- 8.47%
$69.9 - $84.97 $419K - $510K
64.8K $5.48M
PFG
Principal Financial Group Inc

Financial Services
-3.76K
- 3.19%
$72.94 - $87.46 $274K - $329K
114K $9.8M
KR
Kroger CO

Consumer Defensive
-830
- 1.0%
$50.43 - $57.3 $41.9K - $47.6K
82.3K $4.72M
SHW
Sherwin Williams CO

Basic Materials
-123
- 1.63%
$294.65 - $384.0 $36.2K - $47.2K
7.44K $2.84M
HCA
Hca Healthcare, Inc.

Healthcare
-1.88K
- 11.86%
$315.12 - $406.43 $592K - $764K
14K $5.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.56K
- 3.51%
$105.53 - $118.34 $375K - $421K
97.8K $11.4M
LMT
Lockheed Martin Corp

Industrials
-929
- 8.49%
$460.3 - $584.56 $428K - $543K
10K $5.85M
ABBV
Abb Vie Inc.

Healthcare
-29.7K
- 11.63%
$163.84 - $199.33 $4.87M - $5.93M
226K $44.6M
NDAQ
Nasdaq, Inc.

Financial Services
-407
- 0.65%
$59.48 - $74.31 $24.2K - $30.2K
62.3K $4.55M
MMM
3 M CO

Industrials
-122
- 0.5%
$99.69 - $139.42 $12.2K - $17K
24.2K $3.31M
IP
International Paper CO

Consumer Cyclical
-34.1K
- 7.71%
$42.55 - $49.98 $1.45M - $1.71M
408K $19.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.76K
- 3.95%
$117.9 - $128.2 $915K - $995K
188K $24.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.33K
- 1.63%
$103.87 - $117.59 $345K - $391K
201K $23.5M
OGE
Oge Energy Corp.

Utilities
-8.3K
- 3.05%
$35.12 - $41.18 $291K - $342K
263K $10.8M
DTE
Dte Energy CO

Utilities
-4.76K
- 4.66%
$108.67 - $128.41 $518K - $612K
97.5K $12.5M
OKE
Oneok Inc

Energy
-6.62K
- 3.47%
$78.62 - $95.27 $521K - $631K
184K $16.8M
V
Visa Inc.

Financial Services
-3.42K
- 1.91%
$253.74 - $291.56 $869K - $998K
175K $48.2M
FE
Firstenergy Corp

Utilities
-4.84K
- 1.95%
$38.25 - $44.54 $185K - $215K
243K $10.8M
PPL
Ppl Corp

Utilities
-26.5K
- 6.61%
$27.36 - $33.08 $724K - $876K
374K $12.4M
IVZ
Invesco Ltd.

Financial Services
-10.5K
- 1.7%
$14.85 - $17.74 $155K - $186K
606K $10.6M
TFC
Truist Financial Corp

Financial Services
-3.92K
- 0.95%
$38.22 - $44.94 $150K - $176K
410K $17.5M
BBY
Best Buy CO Inc

Consumer Cyclical
-10.1K
- 7.7%
$80.23 - $103.29 $813K - $1.05M
121K $12.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.91K
- 1.33%
$89.91 - $101.33 $351K - $396K
291K $28.5M
GLD
Spdr Gold Trust

ETFs
-4.78K
- 5.02%
$215.56 - $246.98 $1.03M - $1.18M
90.4K $22M
FITB
Fifth Third Bancorp

Financial Services
-13.6K
- 4.09%
$36.01 - $43.64 $489K - $592K
318K $13.6M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email