Ae Wealth Management LLC Closed Holding Positions

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2018 Filed on May 14, 2018
28,693
$21.69 - $38.13 $622K - $1.09M
UBSI
United Bankshares Inc

Financial Services
Q1 2018 Filed on May 14, 2018
6,009
$33.65 - $37.8 $202K - $227K
Nuveen Diversified Div Incm
Q4 2017 Filed on Feb 06, 2018
15,470
N/A
Eaton Vance Corp
Q4 2017 Filed on Feb 06, 2018
12,136
N/A
Immunomedics Inc
Q4 2017 Filed on Feb 06, 2018
50,000
N/A
IGN
Ishares Tr North Amern Tech Mu

ETFs
Q4 2017 Filed on Feb 06, 2018
5,705
N/A
GIM
Templeton Global Income Fund

Financial Services
Q4 2017 Filed on Feb 06, 2018
95,723
$6.39 - $6.75 $612K - $646K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q4 2017 Filed on Feb 06, 2018
14,159
$9.86 - $10.39 $140K - $147K
Powershares ETF Trust
Q4 2017 Filed on Feb 06, 2018
31,759
N/A
Legg Mason Bw Glb Inc Opp Fd
Q4 2017 Filed on Feb 06, 2018
76,951
N/A
Barclays Bk PLC
Q4 2017 Filed on Feb 06, 2018
2,107
N/A
KIO
Kkr Income Opportunities Fund

Financial Services
Q4 2017 Filed on Feb 06, 2018
46,742
$15.6 - $18.21 $729K - $851K
Staffing 360 Solutions Inc
Q4 2017 Filed on Feb 06, 2018
217,612
N/A
Colony Northstar Inc
Q4 2017 Filed on Feb 06, 2018
23,866
N/A
Barclays Bank PLC
Q4 2017 Filed on Feb 06, 2018
1,011,000
N/A
8 Point3 Energy Partners LP
Q4 2017 Filed on Feb 06, 2018
10,395
N/A
Spdr Series Trust
Q4 2017 Filed on Feb 06, 2018
5,247
N/A
XHS
Spdr S&P Health Care Services

ETFs
Q4 2017 Filed on Feb 06, 2018
3,370
N/A
JSD
Nuveen Short Duration Credit Opportunities Fund

Financial Services
Q4 2017 Filed on Feb 06, 2018
17,567
$16.54 - $17.65 $291K - $310K
Rydex ETF Trust
Q4 2017 Filed on Feb 06, 2018
3,375
N/A
Alpine Total Dynamic Divid F
Q4 2017 Filed on Feb 06, 2018
20,710
N/A
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q4 2017 Filed on Feb 06, 2018
17,842
$8.96 - $9.48 $160K - $169K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q4 2017 Filed on Feb 06, 2018
22,182
$14.23 - $14.95 $316K - $332K
Alpine Global Premier Pptys
Q4 2017 Filed on Feb 06, 2018
169,586
N/A
Advent Clay Conv Sec Inc Fd
Q4 2017 Filed on Feb 06, 2018
142,540
N/A
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2017 Filed on Feb 06, 2018
46,831
$13.06 - $13.64 $612K - $639K
Nuveen Tax Advantaged Div Gr
Q4 2017 Filed on Feb 06, 2018
25,167
N/A
Staples Inc
Q3 2017 Filed on Nov 08, 2017
103,853
N/A
Dow Chem CO
Q3 2017 Filed on Nov 08, 2017
23,334
N/A
Monogram Residential Tr Inc
Q3 2017 Filed on Nov 08, 2017
22,214
N/A
Du Pont E I De Nemours & CO
Q3 2017 Filed on Nov 08, 2017
6,992
N/A
Reynolds American Inc
Q3 2017 Filed on Nov 08, 2017
10,328
N/A
Royal Bk Scotland Group PLC
Q3 2017 Filed on Nov 08, 2017
8,179
N/A
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