Ae Wealth Management LLC Two Rds Shared Tranfield Us Eq Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,410 shares of AESR stock, worth $143,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,410
Previous 5,852
26.62%
Holding current value
$143,013
Previous $96,000
45.83%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding AESR
# of Institutions
26Shares Held
7.99MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.13MShares$99 Million1.66% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA833KShares$16.1 Million5.32% of portfolio
-
First International Bank & Trust Watford City, ND746KShares$14.4 Million4.92% of portfolio
-
Geneos Wealth Management Inc.392KShares$7.56 Million0.22% of portfolio
-
Xy Planning Network, Inc. Bozeman, MT237KShares$4.57 Million1.53% of portfolio