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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.84K
- 54.31%
$101.72 - $112.94 $289K - $321K
2.39K $269K
NWL
Newell Brands Inc.

Consumer Defensive
-46.7K
- 81.4%
$5.73 - $8.91 $268K - $416K
10.7K $81K
DVN
Devon Energy Corp

Energy
-3.96K
- 24.84%
$37.87 - $48.65 $150K - $192K
12K $468K
VGSH
Vanguard

ETFs
-24.7K
- 2.15%
$57.74 - $59.13 $1.43M - $1.46M
1.12M $66.3M
FDX
Fedex Corp

Industrials
-726
- 25.2%
$254.64 - $313.52 $185K - $228K
2.16K $589K
LDOS
Leidos Holdings, Inc.

Technology
-2.6K
- 29.21%
$142.66 - $163.02 $371K - $424K
6.31K $1.03M
GPN
Global Payments Inc

Industrials
-3.9K
- 15.23%
$92.66 - $112.97 $361K - $441K
21.7K $2.22M
BP
Bp PLC

Energy
-4.82K
- 22.28%
$30.78 - $37.05 $148K - $179K
16.8K $527K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.44K
- 34.34%
$59.93 - $66.52 $266K - $295K
8.49K $564K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.23K
- 35.27%
$95.1 - $106.76 $307K - $344K
5.92K $632K
MRO
Marathon Oil Corp

Energy
-6.79K
- 24.01%
$25.87 - $29.26 $176K - $199K
21.5K $572K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-19.3K
- 63.12%
$12.28 - $14.02 $237K - $271K
11.3K $147K
MSA
Msa Safety Inc

Industrials
-1.19K
- 47.11%
$167.74 - $199.9 $200K - $238K
1.34K $237K
AMP
Ameriprise Financial Inc

Financial Services
-690
- 33.79%
$391.53 - $469.81 $270K - $324K
1.35K $635K
DINO
Hf Sinclair Corp

Energy
-3.13K
- 28.5%
$44.42 - $53.6 $139K - $168K
7.85K $349K
DG
Dollar General Corp

Consumer Defensive
-779
- 22.13%
$80.41 - $132.42 $62.6K - $103K
2.74K $231K
CLX
Clorox CO

Consumer Defensive
-2.4K
- 40.07%
$131.73 - $166.97 $315K - $400K
3.58K $583K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.41K
- 39.71%
$38.51 - $41.69 $247K - $267K
9.73K $405K
BX
Blackstone Inc.

Financial Services
-3.39K
- 33.45%
$120.77 - $159.66 $409K - $540K
6.73K $1.03M
OZ
Belpointe Prep, LLC

Real Estate
-4.23K
- 56.34%
$58.0 - $72.4 $245K - $306K
3.28K $226K
KMB
Kimberly Clark Corp

Consumer Defensive
-6.25K
- 3.75%
$135.05 - $148.35 $844K - $927K
160K $22.8M
CROX
Crocs, Inc.

Consumer Cyclical
-1.35K
- 37.88%
$121.05 - $147.9 $164K - $200K
2.22K $321K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12.7K
- 14.14%
$36.02 - $41.68 $459K - $531K
77.4K $3.19M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.12K
- 2.41%
$91.42 - $91.82 $194K - $195K
85.8K $7.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.71K
- 21.1%
$61.11 - $67.85 $226K - $251K
13.9K $940K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-11K
- 3.96%
$51.02 - $52.74 $561K - $580K
266K $14M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-436
- 24.8%
$193.0 - $282.1 $84.1K - $123K
1.32K $307K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-8.02K
- 6.94%
$34.29 - $36.04 $275K - $289K
108K $3.88M
SYLD
Cambria Shareholder Yld ETF

ETFs
-2.81K
- 44.63%
$66.68 - $72.81 $187K - $204K
3.48K $252K
LUV
Southwest Airlines CO

Industrials
-6.82K
- 27.38%
$23.7 - $29.93 $162K - $204K
18.1K $535K
CLW
Clearwater Paper Corp

Basic Materials
-611
- 7.62%
$28.0 - $56.09 $17.1K - $34.3K
7.41K $211K
AON
Aon PLC

Financial Services
-731
- 47.07%
$293.16 - $351.06 $214K - $257K
822 $284K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.1K
- 14.91%
$113.45 - $126.18 $238K - $265K
12K $1.51M
AES
Aes Corp

Utilities
-22.5K
- 19.85%
$16.18 - $20.07 $363K - $451K
90.7K $1.82M
LHX
L3 Harris Technologies, Inc.

Industrials
-859
- 30.99%
$221.96 - $243.27 $191K - $209K
1.91K $455K
EW
Edwards Lifesciences Corp

Healthcare
-598
- 12.95%
$59.7 - $93.78 $35.7K - $56.1K
4.02K $265K
GM
General Motors CO

Consumer Cyclical
-3.19K
- 31.0%
$39.95 - $49.9 $128K - $159K
7.11K $318K
HTGC
Hercules Capital, Inc.

Financial Services
-6.08K
- 19.99%
$17.71 - $21.67 $108K - $132K
24.3K $477K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-3.81K
- 16.34%
$42.73 - $44.94 $163K - $171K
19.5K $875K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.42K
- 1.35%
$23.09 - $25.75 $32.7K - $36.5K
103K $2.49M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-3.5K
- 13.26%
$44.87 - $47.18 $157K - $165K
22.9K $1.08M
SRE
Sempra Energy

Utilities
-2.27K
- 30.87%
$74.97 - $84.04 $170K - $191K
5.08K $424K
DGX
Quest Diagnostics Inc

Healthcare
-973
- 42.6%
$137.09 - $137.09 $133K - $133K
1.31K $179K
POCT
Innovator U.S. Equity Power Bu

ETFs
-4.03K
- 10.83%
$37.79 - $38.95 $152K - $157K
33.2K $1.29M
ROP
Roper Technologies Inc

Industrials
-221
- 27.08%
$515.25 - $576.55 $114K - $127K
595 $331K
TRV
Travelers Companies, Inc.

Financial Services
-782
- 39.22%
$201.87 - $242.35 $158K - $190K
1.21K $283K
CCL
Carnival Corp

Consumer Cyclical
-6.15K
- 19.47%
$14.01 - $19.18 $86.1K - $118K
25.4K $469K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-7.54K
- 6.31%
$38.81 - $41.41 $293K - $312K
112K $4.64M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-4.11K
- 9.42%
$37.64 - $39.51 $155K - $162K
39.5K $1.56M
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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