Ae Wealth Management LLC Northern Lts Fd Tr Iv Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, Ae Wealth Management LLC holds 14,479 shares of BIBL stock, worth $573,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,479
Previous 15,467 6.39%
Holding current value
$573,657
Previous $601,000 7.49%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$37.55 - $41.94 $37,099 - $41,436
-988 Reduced 6.39%
14,479 $556,000
Q4 2024

Feb 13, 2025
SELL
$38.73 - $42.41 $205,617 - $225,154
-5,309 Reduced 25.55%
15,467 $601,000
Q3 2024

Nov 14, 2024
SELL
$36.61 - $40.67 $19,476 - $21,636
-532 Reduced 2.5%
20,776 $844,000
Q2 2024

Aug 12, 2024
BUY
$36.1 - $38.73 $29,277 - $31,410
811 Added 3.96%
21,308 $809,000
Q1 2024

May 15, 2024
SELL
$33.96 - $38.91 $751,466 - $861,000
-22,128 Reduced 51.91%
20,497 $797,000
Q4 2023

Feb 14, 2024
BUY
$29.25 - $35.1 $72,306 - $86,767
2,472 Added 6.16%
42,625 $1.49 Million
Q3 2023

Oct 11, 2023
BUY
$30.99 - $34.19 $190,557 - $210,234
6,149 Added 18.08%
40,153 $1.26 Million
Q2 2023

Jul 10, 2023
BUY
$30.11 - $32.89 $314,258 - $343,272
10,437 Added 44.29%
34,004 $1.12 Million
Q1 2023

Apr 14, 2023
BUY
$29.64 - $33.28 $67,431 - $75,712
2,275 Added 10.68%
23,567 $740,000
Q4 2022

Jan 31, 2023
SELL
$27.13 - $31.84 $214,164 - $251,344
-7,894 Reduced 27.05%
21,292 $637,000
Q3 2022

Oct 25, 2022
SELL
$27.68 - $33.89 $20,538 - $25,146
-742 Reduced 2.48%
29,186 $810,000
Q2 2022

Aug 03, 2022
SELL
$28.41 - $36.39 $4,261 - $5,458
-150 Reduced 0.5%
29,928 $872,000
Q1 2022

Apr 18, 2022
SELL
$33.04 - $39.29 $85,771 - $101,996
-2,596 Reduced 7.95%
30,078 $1.09 Million
Q4 2021

Jan 20, 2022
BUY
$37.3 - $46.5 $91,944 - $114,622
2,465 Added 8.16%
32,674 $1.29 Million
Q3 2021

Nov 01, 2021
SELL
$41.88 - $45.66 $124,257 - $135,473
-2,967 Reduced 8.94%
30,209 $1.28 Million
Q2 2021

Jul 21, 2021
BUY
$39.42 - $42.67 $328,289 - $355,355
8,328 Added 33.52%
33,176 $1.42 Million
Q1 2021

Apr 27, 2021
BUY
$36.15 - $39.14 $241,409 - $261,376
6,678 Added 36.75%
24,848 $970,000
Q4 2020

Feb 01, 2021
BUY
$32.5 - $36.7 $52,227 - $58,976
1,607 Added 9.7%
18,170 $665,000
Q3 2020

Nov 06, 2020
BUY
$30.47 - $34.63 $21,054 - $23,929
691 Added 4.35%
16,563 $551,000
Q2 2020

Aug 05, 2020
SELL
$23.45 - $31.85 $114,881 - $156,033
-4,899 Reduced 23.59%
15,872 $483,000
Q1 2020

May 07, 2020
SELL
$20.82 - $32.59 $520 - $814
-25 Reduced 0.12%
20,771 $516,000
Q4 2019

Jan 15, 2020
BUY
$27.05 - $30.51 $123,239 - $139,003
4,556 Added 28.05%
20,796 $633,000
Q3 2019

Nov 05, 2019
BUY
$27.73 - $28.33 $30,835 - $31,502
1,112 Added 7.35%
16,240 $453,000
Q2 2019

Jul 22, 2019
BUY
N/A
15,128 New
15,128 $420,000
Q4 2018

Feb 15, 2019
SELL
N/A
-10,825 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,304 Added 13.7%
10,825 $303,000
Q2 2018

Aug 15, 2018
BUY
N/A
1,697 Added 21.69%
9,521 $253,000
Q1 2018

May 14, 2018
BUY
N/A
7,824 New
7,824 $205,000

Others Institutions Holding BIBL

# of Institutions
116
Shares Held
5.16M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

BIBL Quotes by TradingView
  • Ticker BIBL
  • Sector ETFs
  • Industry ETFs
More about BIBL
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email