Ae Wealth Management LLC Closed Holding Positions

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q3 2020 Filed on Nov 06, 2020
82,309
$1.5 - $9.38 $123K - $772K
Aspen Technology Inc
Q3 2020 Filed on Nov 06, 2020
5,338
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 06, 2020
16,704
N/A
Allergan PLC
Q2 2020 Filed on Aug 05, 2020
1,630
N/A
Aon PLC
Q2 2020 Filed on Aug 05, 2020
5,258
N/A
FTCH
Farfetch LTD

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
400
$6.84 - $17.75 $2.74K - $7.1K
DEW
Wisdomtree Tr Global High Divi

ETFs
Q2 2020 Filed on Aug 05, 2020
17,456
$32.72 - $42.15 $571K - $736K
NLSN
Nielsen Holdings PLC

Industrials
Q2 2020 Filed on Aug 05, 2020
23,886
$11.85 - $17.52 $283K - $418K
Global X Fds
Q2 2020 Filed on Aug 05, 2020
67,877
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 05, 2020
20,021
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 05, 2020
328,793
N/A
VNO
Vornado Realty Trust

Real Estate
Q2 2020 Filed on Aug 05, 2020
6,584
$31.36 - $45.94 $206K - $302K
Chesapeake Energy Corp
Q2 2020 Filed on Aug 05, 2020
22,128
N/A
Mgm Growth Pptys LLC
Q2 2020 Filed on Aug 05, 2020
16,397
N/A
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q2 2020 Filed on Aug 05, 2020
16,607
$25.03 - $29.04 $416K - $482K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 05, 2020
13,951
N/A
Apartment Invt & Mgmt CO
Q2 2020 Filed on Aug 05, 2020
7,603
N/A
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
Q2 2020 Filed on Aug 05, 2020
13,120
$47.18 - $62.58 $619K - $821K
SESN
Sesen Bio, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
10,000
$0.52 - $0.87 $5.2K - $8.7K
Spartan Mtrs Inc
Q2 2020 Filed on Aug 05, 2020
30,004
N/A
Wisdomtree Tr
Q2 2020 Filed on Aug 05, 2020
20,301
N/A
KIM
Kimco Realty Corp

Real Estate
Q2 2020 Filed on Aug 05, 2020
57,555
$7.75 - $15.69 $446K - $903K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 05, 2020
41,633
N/A
IZEA
Izea Worldwide, Inc.

Communication Services
Q2 2020 Filed on Aug 05, 2020
25,400
$0.16 - $2.82 $4.06K - $71.6K
United States Oil Fund LP
Q2 2020 Filed on Aug 05, 2020
12,748
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 05, 2020
10,606
N/A
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
38,249
$8.86 - $15.69 $339K - $600K
FGEN
Fibrogen Inc

Healthcare
Q2 2020 Filed on Aug 05, 2020
10,766
$32.57 - $42.83 $351K - $461K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
33,193
$1.38 - $26.2 $45.8K - $870K
RPD
Rapid7, Inc.

Technology
Q2 2020 Filed on Aug 05, 2020
8,206
$35.75 - $51.55 $293K - $423K
FTCH
Farfetch LTD

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
45,813
$6.84 - $17.75 $313K - $813K
Barclays Bank PLC
Q2 2020 Filed on Aug 05, 2020
16,537
N/A
SLNO
Soleno Therapeutics Inc

Healthcare
Q2 2020 Filed on Aug 05, 2020
10,630
$1.77 - $4.23 $18.8K - $45K
TVIXF
Credit Suisse Ag
Q2 2020 Filed on Aug 05, 2020
6,705
$108.5 - $367.0 $727K - $2.46M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
9,353
$36.15 - $88.67 $338K - $829K
TWOU
2 U, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 05, 2020
17,703
$17.88 - $37.96 $317K - $672K
Tortoise Energy Infra Corp
Q2 2020 Filed on Aug 05, 2020
10,744
N/A
WWE
World Wrestling Entertainmentinc

Communication Services
Q2 2020 Filed on Aug 05, 2020
11,074
$33.6 - $48.76 $372K - $540K
WNS
Wns (Holdings) LTD

Technology
Q2 2020 Filed on Aug 05, 2020
8,615
$37.02 - $56.52 $319K - $487K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2020 Filed on Aug 05, 2020
25,249
$13.15 - $26.77 $332K - $676K
INCY
Incyte Corp

Healthcare
Q2 2020 Filed on Aug 05, 2020
9,018
$74.18 - $108.93 $669K - $982K
58 Com Inc
Q2 2020 Filed on Aug 05, 2020
7,559
N/A
Tortoise Midstrm Energy Fd I
Q2 2020 Filed on Aug 05, 2020
50,491
N/A
Raytheon CO
Q2 2020 Filed on Aug 05, 2020
23,033
N/A
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2020 Filed on Aug 05, 2020
9,101
$21.14 - $52.75 $192K - $480K
NKTR
Nektar Therapeutics

Healthcare
Q2 2020 Filed on Aug 05, 2020
20,667
$16.86 - $23.44 $348K - $484K
United Technologies Corp
Q2 2020 Filed on Aug 05, 2020
25,990
N/A
United States Oil Fund LP
Q2 2020 Filed on Aug 05, 2020
500
N/A
Wisdomtree Tr
Q2 2020 Filed on Aug 05, 2020
22,899
N/A
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