Ae Wealth Management LLC Ishares Cmbs ETF Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 397,979 shares of CMBS stock, worth $19.4 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
397,979
Previous 374,007
6.41%
Holding current value
$19.4 Million
Previous $18 Million
8.0%
% of portfolio
0.17%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding CMBS
# of Institutions
105Shares Held
6.26MCall Options Held
0Put Options Held
4.9K-
State Of New Jersey Common Pension Fund D522KShares$25.4 Million0.1% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ470KShares$22.9 Million0.14% of portfolio
-
Black Rock Inc. New York, NY470KShares$22.9 Million0.0% of portfolio
-
Arvest Investments, Inc. Rogers, AR442KShares$21.6 Million3.24% of portfolio
-
Ubs Group Ag378KShares$18.4 Million0.0% of portfolio