Fund Insights
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Stock index based on fund manager consensus updated each quarter
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AWM
AE Wealth Management’s
iShares LifePath Target Date 2030 ETF
ITDB
Stock Holding History
AE Wealth Management’s Portfolio
ITDB Stock Details
ITDB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-514
Closed
-$15.1K
–
2218
2024
Q4
$15.1K
Buy
+514
New
+$15.6K
﹤0.01%
1786
Other funds holding ITDB
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
SS
Sunbelt Securities
Houston, Texas
$1.58B AUM
28.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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