Ae Wealth Management LLC Ishares Tr Yield Optimized Bd Transaction History

Ae Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	N/A	542 Added 1.42%	38,597 $0
Q3 2023 Oct 11, 2023	BUY	N/A	6,161 Added 19.32%	38,055 $0
Q2 2023 Jul 10, 2023	BUY	N/A	505 Added 1.61%	31,894 $0
Q1 2023 Apr 14, 2023	BUY	N/A	818 Added 2.68%	31,389 $0
Q4 2022 Jan 31, 2023	BUY	N/A	377 Added 1.25%	30,571 $0
Q3 2022 Oct 25, 2022	SELL	N/A	-113 Reduced 0.37%	30,194 $643,000
Q2 2022 Aug 03, 2022	SELL	N/A	-180 Reduced 0.59%	30,307 $669,000
Q1 2022 Apr 18, 2022	BUY	N/A	30,487 New	30,487 $717,000
Q2 2020 Aug 05, 2020	SELL	N/A	-15,524 Closed	0 $0
Q1 2020 May 07, 2020	BUY	N/A	15,524 New	15,524 $383,000

5.55M

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