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
WSO
Watsco Inc

Industrials
-1.89K
- 6.64%
$448.73 - $519.89 $847K - $982K
26.6K $13.1M
ITW
Illinois Tool Works Inc

Industrials
-773
- 22.15%
$233.14 - $263.97 $180K - $204K
2.72K $712K
SNX
Td Synnex Corp

Technology
-1.57K
- 9.38%
$109.37 - $122.34 $172K - $192K
15.2K $1.82M
VDE
Vanguard Energy ETF

ETFs
-573
- 7.21%
$117.44 - $131.06 $67.3K - $75.1K
7.38K $903K
BDX
Becton Dickinson & CO

Healthcare
-522
- 21.03%
$221.47 - $242.41 $116K - $127K
1.96K $472K
APH
Amphenol Corp

Technology
-1.38K
- 17.93%
$58.39 - $70.41 $80.5K - $97.1K
6.31K $411K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-3.2K
- 7.92%
$40.69 - $42.33 $130K - $135K
37.2K $1.57M
GNL
Global Net Lease, Inc.

Real Estate
-16.6K
- 44.76%
$7.3 - $8.96 $121K - $149K
20.5K $172K
CB
Chubb LTD

Financial Services
-736
- 21.23%
$252.51 - $292.2 $186K - $215K
2.73K $787K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.51K
- 11.81%
$58.03 - $65.37 $204K - $230K
26.2K $1.7M
MGM
Mgm Resorts International

Consumer Cyclical
-1.47K
- 21.73%
$34.07 - $46.78 $50K - $68.7K
5.29K $206K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.97K
- 5.07%
$175.46 - $203.3 $345K - $400K
36.8K $7.47M
HTRB
Hartford Fds Total Return Bd E

ETFs
-3.03K
- 32.26%
$33.29 - $35.33 $101K - $107K
6.37K $222K
MDB
Mongo Db, Inc.

Technology
-748
- 13.54%
$221.5 - $296.69 $166K - $222K
4.78K $1.29M
WELL
Welltower Inc.

Real Estate
-1.21K
- 42.82%
$104.0 - $129.74 $126K - $157K
1.62K $206K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.51K
- 11.19%
$40.6 - $42.32 $102K - $106K
19.9K $838K
STX
Seagate Technology Holdings PLC

Technology
-6.54K
- 6.48%
$92.1 - $110.76 $603K - $725K
94.4K $10.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.15K
- 5.3%
$76.94 - $79.54 $165K - $171K
38.4K $3.05M
IXC
Ishares Tr Global Energy ETF

ETFs
-1.43K
- 6.16%
$38.94 - $42.35 $55.7K - $60.6K
21.8K $882K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-6.97K
- 29.6%
$12.63 - $13.72 $88.1K - $95.7K
16.6K $223K
VOT
Vanguard Mid Cap Growth Index

ETFs
-778
- 9.95%
$218.05 - $243.47 $170K - $189K
7.04K $1.71M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-1.53K
- 15.12%
$78.05 - $88.63 $119K - $136K
8.59K $749K
OTIS
Otis Worldwide Corp

Industrials
-974
- 33.04%
$91.43 - $104.43 $89.1K - $102K
1.97K $205K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.43K
- 27.12%
$23.13 - $23.43 $79.3K - $80.3K
9.21K $215K
IWV
Ishares Russell 3000 ETF

ETFs
-295
- 29.24%
$294.75 - $326.73 $87K - $96.4K
714 $233K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-112
- 6.58%
$233.4 - $302.36 $26.1K - $33.9K
1.59K $431K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-7.94K
- 39.14%
$9.7 - $10.36 $77K - $82.3K
12.3K $127K
GD
General Dynamics Corp

Industrials
-458
- 8.77%
$279.51 - $308.09 $128K - $141K
4.77K $1.44M
SPOT
Spotify Technology S.A.

Communication Services
-383
- 30.89%
$290.16 - $384.01 $111K - $147K
857 $315K
NUE
Nucor Corp

Basic Materials
-351
- 13.46%
$137.77 - $166.14 $48.4K - $58.3K
2.26K $339K
HES
Hess Corp

Energy
-297
- 11.01%
$126.3 - $155.44 $37.5K - $46.2K
2.4K $326K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.45K
- 30.65%
$56.47 - $63.69 $82K - $92.5K
3.29K $206K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-2.85K
- 11.88%
$54.3 - $62.38 $155K - $178K
21.1K $1.32M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.09K
- 12.06%
$41.95 - $43.42 $87.5K - $90.5K
15.2K $659K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-2.78K
- 20.62%
$19.97 - $21.86 $55.6K - $60.8K
10.7K $219K
WMS
Advanced Drainage Systems, Inc.

Industrials
-393
- 17.06%
$140.18 - $178.56 $55.1K - $70.2K
1.91K $300K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.26K
- 10.38%
$35.43 - $36.8 $80.1K - $83.2K
19.5K $717K
LECO
Lincoln Electric Holdings Inc

Industrials
-455
- 8.13%
$173.3 - $211.48 $78.9K - $96.2K
5.14K $987K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-2.9K
- 3.93%
$23.88 - $24.01 $69.3K - $69.7K
70.9K $1.7M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.04K
- 14.55%
$94.31 - $103.26 $98K - $107K
6.1K $625K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-1.84K
- 24.08%
$39.49 - $42.12 $72.5K - $77.3K
5.78K $243K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-324
- 8.03%
$305.34 - $350.41 $98.9K - $114K
3.71K $1.28M
NSC
Norfolk Southern Corp

Industrials
-1.34K
- 16.67%
$213.75 - $259.69 $285K - $347K
6.67K $1.66M
CNC
Centene Corp

Healthcare
-3.94K
- 15.07%
$64.89 - $80.23 $256K - $316K
22.2K $1.67M
CNA
Cna Financial Corp

Financial Services
-3.55K
- 9.04%
$44.75 - $51.95 $159K - $184K
35.7K $1.75M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.04K
- 18.95%
$156.14 - $187.2 $318K - $381K
8.71K $1.61M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.08K
- 6.36%
$37.92 - $39.03 $79K - $81.3K
30.7K $1.2M
WDC
Western Digital Corp

Technology
-398
- 9.15%
$56.25 - $80.24 $22.4K - $31.9K
3.95K $269K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-19.9K
- 4.2%
$28.11 - $29.42 $558K - $584K
453K $13.3M
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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