Ae Wealth Management LLC Capital Group Growth ETF Shs C Transaction History

Ae Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$21.86 - $25.23 $26,035 - $30,048	1,191 Added 9.93%	13,186 $332,000
Q1 2023 Apr 14, 2023	SELL	$19.79 - $23.05 $5,521 - $6,430	-279 Reduced 2.27%	11,995 $269,000
Q4 2022 Jan 31, 2023	BUY	$19.03 - $21.59 $10,980 - $12,457	577 Added 4.93%	12,274 $244,000
Q3 2022 Oct 25, 2022	BUY	$19.52 - $23.26 $228,325 - $272,072	11,697 New	11,697 $228,000

363

156M

5.9K

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.