AE Wealth Management LLC SMAX Holdings History
AE Wealth Management LLC's iShares Large Cap Max Buffer Sep ETF Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 588,211.00 shares of iShares Large Cap Max Buffer Sep ETF(SMAX), totaling $14.73 Mil. This investment constitutes 0.12% of their stock portfolio, and AE Wealth Management LLC now holds 16.52% of the outstanding iShares Large Cap Max Buffer Sep ETF(SMAX) stock.
The initial trade took place in 2024Q4. And since then AE Wealth Management LLC has made 1 purchases of SMAX, at an average price of $25.16, for a total of 1.42 Mil shares. In addition, there have been 1 sales at an average price of $25.32 for 836,212.00 shares. Based on historical transaction data and SMAX's current price of $26.22, AE Wealth Management LLC's estimated gain on his SMAX holdings is $757,297.58, reflecting a 2.11% gain to date.
AE Wealth Management LLC SMAX ($26.22) Holding Chart
AE Wealth Management LLC SMAX ($26.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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