Ae Wealth Management LLC Series Portfolios Tr Infracap Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Series Portfolios Tr Infracap stock. As of the latest transaction made, Ae Wealth Management LLC holds 2 shares of ICAP stock, worth $54. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 2 -0.0%

Holding current value

$54

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$25.85 - $28.41 $51 - $56	2 New	2 $0

Others Institutions Holding ICAP

# of Institutions

Shares Held

54.5K

Call Options Held

Put Options Held

Infrastructure Capital Advisors, LLC New York, NY

33.7K
Shares

$914,753
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

15.8K
Shares

$429,789
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

3.5K
Shares

$95,017
0.0% of portfolio
Steward Partners Investment Advisory, LLC

1K
Shares

$27,140
0.0% of portfolio
Jones Financial Companies Lllp

200
Shares

$5,428
0.0% of portfolio

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About SERIES PORTFOLIOS TR INFRACAP

Ticker ICAP
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Ae Wealth Management LLC Series Portfolios Tr Infracap Transaction History