Ae Wealth Management LLC Simplify Exch Trad Fds Us Eq P Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Ae Wealth Management LLC holds 150,170 shares of SPD stock, worth $5.1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
150,170
Previous 139,116
7.95%
Holding current value
$5.1 Million
Previous $4.5 Million
11.79%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding SPD
# of Institutions
38Shares Held
1.72MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL479KShares$16.3 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC248KShares$8.42 Million0.02% of portfolio
-
Almanack Investment Partners, Llc. Wayne, PA136KShares$4.62 Million0.74% of portfolio
-
Austin Wealth Management, LLC Austin, TX113KShares$3.83 Million0.82% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.07 Million2.88% of portfolio