Ae Wealth Management LLC Global X Fds Global X Autonomo Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$20.79 - $25.09 $11,351 - $13,699	-546 Reduced 4.58%	11,371 $280,000
Q3 2023 Oct 11, 2023	BUY	$23.02 - $27.76 $7,067 - $8,522	307 Added 2.64%	11,917 $279,000
Q2 2023 Jul 10, 2023	BUY	$21.82 - $26.45 $38,686 - $46,895	1,773 Added 18.02%	11,610 $302,000
Q1 2023 Apr 14, 2023	SELL	$19.92 - $24.93 $43,067 - $53,898	-2,162 Reduced 18.02%	9,837 $234,000
Q4 2022 Jan 31, 2023	SELL	$19.54 - $23.39 $174,414 - $208,779	-8,926 Reduced 42.66%	11,999 $238,000
Q3 2022 Oct 25, 2022	BUY	$21.1 - $26.11 $441,517 - $546,351	20,925 New	20,925 $421,000
Q3 2021 Nov 01, 2021	SELL	$26.72 - $29.15 $216,832 - $236,552	-8,115 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$25.55 - $28.58 $207,338 - $231,926	8,115 New	8,115 $230,000

Others Institutions Holding DRIV

# of Institutions

180

Shares Held

5.05M

Call Options Held

7.2K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

750K
Shares

$16.3 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$9.99 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$9.62 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

316K
Shares

$6.89 Million
0.0% of portfolio
Cx Institutional

279K
Shares

$6.09 Million
0.31% of portfolio

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