Ae Wealth Management LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$99.05 - $99.53 $142,929 - $143,621	-1,443 Reduced 40.83%	2,091 $207,000
Q4 2023 Feb 14, 2024	SELL	$98.89 - $99.53 $53,400 - $53,746	-540 Reduced 13.25%	3,534 $350,000
Q3 2023 Oct 11, 2023	SELL	$99.03 - $99.47 $3.83 Million - $3.85 Million	-38,685 Reduced 90.47%	4,074 $405,000
Q2 2023 Jul 10, 2023	BUY	$99.07 - $99.51 $4.03 Million - $4.05 Million	40,677 Added 1953.75%	42,759 $4.25 Million
Q1 2023 Apr 14, 2023	BUY	$99.12 - $99.61 $206,367 - $207,388	2,082 New	2,082 $207,000

237

22.3M

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

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