Ae Wealth Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Ae Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$26.6 - $29.16 $410,863 - $450,405	15,446 New	15,446 $444,000
Q2 2022 Aug 03, 2022	BUY	N/A	455,769 New	455,769 $12.9 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-25,684 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	N/A	2,584 Added 11.19%	25,684 $844,000
Q3 2021 Nov 01, 2021	SELL	N/A	-30,075 Reduced 56.56%	23,100 $712,000

Q2 2021 Jul 21, 2021	SELL	N/A	-435 Reduced 0.81%	53,175 $1.7 Million
Q1 2021 Apr 27, 2021	BUY	N/A	53,610 New	53,610 $1.67 Million
Q1 2020 May 07, 2020	SELL	N/A	-88,207 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	N/A	39,965 Added 82.84%	88,207 $2.53 Million
Q3 2019 Nov 05, 2019	BUY	N/A	48,242 New	48,242 $1.32 Million

344

29.7M

50.7K

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