Ae Wealth Management LLC Advisorshares Tr Advisorshares Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,884 shares of CWS stock, worth $400,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,884
Previous 6,103 3.59%
Holding current value
$400,053
Previous $399,000 3.01%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$59.37 - $70.0 $13,002 - $15,330
-219 Reduced 3.59%
5,884 $411,000
Q1 2025

May 06, 2025
SELL
$63.1 - $68.75 $27,448 - $29,906
-435 Reduced 6.65%
6,103 $399,000
Q4 2024

Feb 13, 2025
BUY
$64.77 - $71.56 $712 - $787
11 Added 0.17%
6,538 $423,000
Q3 2024

Nov 14, 2024
SELL
$61.66 - $68.72 $1,109 - $1,236
-18 Reduced 0.28%
6,527 $448,000
Q2 2024

Aug 12, 2024
SELL
$59.74 - $64.0 $7,825 - $8,384
-131 Reduced 1.96%
6,545 $406,000
Q1 2024

May 15, 2024
SELL
$57.96 - $63.69 $6,723 - $7,388
-116 Reduced 1.71%
6,676 $425,000
Q4 2023

Feb 14, 2024
BUY
$48.54 - $59.53 $14,804 - $18,156
305 Added 4.7%
6,792 $402,000
Q3 2023

Oct 11, 2023
BUY
$51.72 - $55.84 $33,462 - $36,128
647 Added 11.08%
6,487 $338,000
Q2 2023

Jul 10, 2023
SELL
$49.01 - $53.95 $14,801 - $16,292
-302 Reduced 4.92%
5,840 $315,000
Q1 2023

Apr 14, 2023
SELL
$47.69 - $52.64 $15,070 - $16,634
-316 Reduced 4.89%
6,142 $312,000
Q4 2022

Jan 31, 2023
SELL
$41.13 - $49.53 $5,593 - $6,736
-136 Reduced 2.06%
6,458 $307,000
Q3 2022

Oct 25, 2022
BUY
$41.1 - $48.14 $21,207 - $24,840
516 Added 8.49%
6,594 $271,000
Q2 2022

Aug 03, 2022
BUY
$40.08 - $48.36 $20,040 - $24,180
500 Added 8.96%
6,078 $256,000
Q1 2022

Apr 18, 2022
BUY
$45.46 - $52.4 $25,684 - $29,606
565 Added 11.27%
5,578 $269,000
Q4 2021

Jan 20, 2022
BUY
$46.28 - $53.35 $232,001 - $267,443
5,013 New
5,013 $267,000

Others Institutions Holding CWS

# of Institutions
55
Shares Held
966K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
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More about CWS
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