Ae Wealth Management LLC Collaborative Invt Ser Tr Adap Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Collaborative Invt Ser Tr Adap stock. As of the latest transaction made, Ae Wealth Management LLC holds 622,626 shares of RULE stock, worth $13.4 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
622,626
Previous 732,943
15.05%
Holding current value
$13.4 Million
Previous $16.1 Million
16.29%
% of portfolio
0.15%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding RULE
# of Institutions
9Shares Held
2.11MCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA1.11MShares$23.9 Million23.75% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR285KShares$6.11 Million2.82% of portfolio
-
Goldman Sachs Group Inc New York, NY61.9KShares$1.33 Million0.0% of portfolio
-
Gts Securities LLC New York, NY16.7KShares$358,0810.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.4KShares$351,5360.0% of portfolio