Ae Wealth Management LLC First Exch Tr Fd Cboe Vest Gol Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$18.23 - $20.74 $6.15 Million - $7 Million	337,289 Added 1694.66%	357,192 $6.72 Million
Q3 2023 Oct 11, 2023	SELL	$19.02 - $20.09 $1.93 Million - $2.04 Million	-101,463 Reduced 83.6%	19,903 $378,000
Q2 2023 Jul 10, 2023	BUY	$19.51 - $20.06 $238,626 - $245,353	12,231 Added 11.21%	121,366 $2.38 Million
Q1 2023 Apr 14, 2023	BUY	$18.45 - $19.52 $87,711 - $92,798	4,754 Added 4.55%	109,135 $2.12 Million
Q4 2022 Jan 31, 2023	BUY	$16.92 - $18.38 $677,798 - $736,284	40,059 Added 62.28%	104,381 $1.92 Million
Q3 2022 Oct 25, 2022	BUY	$17.04 - $18.31 $837,822 - $900,266	49,168 Added 324.46%	64,322 $1.11 Million
Q2 2022 Aug 03, 2022	BUY	$18.36 - $19.84 $278,227 - $300,655	15,154 New	15,154 $278,000

Others Institutions Holding BGLD

# of Institutions

26

Shares Held

1.37M

Call Options Held

0

Put Options Held

0

Smart Wealth LLC Omaha, NE

253K
Shares

$4.62 Million
2.23% of portfolio
Maia Wealth LLC Denver, CO

245K
Shares

$4.48 Million
1.37% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

217K
Shares

$3.97 Million
0.01% of portfolio
Arlington Capital Management, Inc. Arlington Heights, IL

103K
Shares

$1.89 Million
2.09% of portfolio
Innova Wealth Partners

103K
Shares

$1.89 Million
2.09% of portfolio

About FIRST EXCH-TR FD CBOE VEST GOL

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