Ae Wealth Management LLC Timothy Plan High Divid Stk En Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding TPHE
# of Institutions
18Shares Held
264KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC88.4KShares$2.24 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.73.6KShares$1.87 Million0.01% of portfolio
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Turning Point Benefit Group, Inc. Frederick, MD18.1KShares$459,0370.35% of portfolio
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Creative Financial Designs Inc15.7KShares$397,8170.03% of portfolio
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First Heartland Consultants, Inc.14.7KShares$373,3540.04% of portfolio