INVENTRUST PPTYS CORP

Ticker: IVT CUSIP: 46124J201 Class: REIT

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,100 Value ($000) $370 Avg Close — Range —
Q4 2024
Shares 7,158 Value ($000) $216 Avg Close — Range —
Q2 2024
Shares 17,368 Value ($000) $430 Avg Close — Range —
Q1 2024
Shares 8,800 Value ($000) $226 Avg Close — Range —
Q4 2023
Shares 80,063 Value ($000) $2,048 Avg Close — Range —
Q3 2023
Shares 114,888 Value ($000) $2,739 Avg Close — Range —
Q2 2023
Shares 114,167 Value ($000) $2,581 Avg Close — Range —
Q1 2023
Shares 159,440 Value ($000) $3,795 Avg Close — Range —
Q4 2022
Shares 159,932 Value ($000) $3,950 Avg Close — Range —
Q3 2022
Shares 167,847 Value ($000) $3,580 Avg Close — Range —
Q2 2022
Shares 171,104 Value ($000) $4,413 Avg Close — Range —
Q4 2021
Shares 186,117 Value ($000) $5,074 Avg Close — Range —