Ae Wealth Management LLC Listed Fds Tr Trueshares Struc Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Ae Wealth Management LLC holds 195,145 shares of JULZ stock, worth $7.59 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
195,145
Previous 108,130
80.47%
Holding current value
$7.59 Million
Previous $4.21 Million
80.48%
% of portfolio
0.08%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JULZ
# of Institutions
28Shares Held
578KCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO113KShares$4.39 Million3.0% of portfolio
-
Valtinson Bruner Financial Planning LLC60.1KShares$2.34 Million1.01% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA39.8KShares$1.55 Million1.4% of portfolio
-
Wealth Enhancement Advisory Services, LLC25.2KShares$981,5830.0% of portfolio
-
Summit Wealth Partners, LLC Orlando, FL18.7KShares$728,3310.15% of portfolio