Ae Wealth Management LLC Ishares Esg Advanced Msci Eafe Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,276 shares of DMXF stock, worth $93,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,276
Previous 2,583 50.6%
Holding current value
$93,479
Previous $166,000 48.8%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$63.91 - $70.19 $83,530 - $91,738
-1,307 Reduced 50.6%
1,276 $85,000
Q4 2024

Feb 13, 2025
BUY
$64.62 - $71.43 $166,913 - $184,503
2,583 New
2,583 $166,000
Q4 2023

Feb 14, 2024
SELL
$54.4 - $64.25 $12,240 - $14,456
-225 Reduced 3.1%
7,036 $449,000
Q3 2023

Oct 11, 2023
SELL
$56.74 - $62.52 $28,653 - $31,572
-505 Reduced 6.5%
7,261 $414,000
Q2 2023

Jul 10, 2023
BUY
$59.18 - $61.93 $48,350 - $50,596
817 Added 11.76%
7,766 $473,000
Q1 2023

Apr 14, 2023
SELL
$54.76 - $60.35 $87,725 - $96,680
-1,602 Reduced 18.73%
6,949 $414,000
Q4 2022

Jan 31, 2023
SELL
$45.93 - $56.24 $41,934 - $51,347
-913 Reduced 9.65%
8,551 $464,000
Q3 2022

Oct 25, 2022
SELL
$46.24 - $56.04 $416 - $504
-9 Reduced 0.1%
9,464 $441,000
Q2 2022

Aug 03, 2022
BUY
$50.93 - $62.33 $13,394 - $16,392
263 Added 2.86%
9,473 $494,000
Q1 2022

Apr 18, 2022
SELL
$56.09 - $69.19 $34,551 - $42,621
-616 Reduced 6.27%
9,210 $562,000
Q4 2021

Jan 20, 2022
BUY
$66.58 - $71.27 $295,482 - $316,296
4,438 Added 82.37%
9,826 $676,000
Q3 2021

Nov 01, 2021
BUY
$66.26 - $72.09 $133,248 - $144,972
2,011 Added 59.55%
5,388 $365,000
Q2 2021

Jul 21, 2021
BUY
$65.77 - $69.68 $222,105 - $235,309
3,377 New
3,377 $229,000

Others Institutions Holding DMXF

# of Institutions
229
Shares Held
8.86M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email