Ae Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History

Ae Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$71.95 - $85.41 $168,578 - $200,115	2,343 New	2,343 $199,000
Q1 2023 Apr 14, 2023	BUY	$65.27 - $73.55 $47,712 - $53,765	731 Added 19.3%	4,518 $323,000
Q4 2022 Jan 31, 2023	BUY	$62.41 - $70.74 $29,831 - $33,813	478 Added 14.45%	3,787 $249,000
Q3 2022 Oct 25, 2022	BUY	$62.91 - $76.54 $17,866 - $21,737	284 Added 9.39%	3,309 $208,000
Q2 2022 Aug 03, 2022	BUY	$63.97 - $82.17 $7,356 - $9,449	115 Added 3.95%	3,025 $201,000
Q1 2022 Apr 18, 2022	BUY	$74.15 - $88.3 $40,782 - $48,565	550 Added 23.31%	2,910 $236,000
Q4 2021 Jan 20, 2022	BUY	$79.7 - $88.45 $188,092 - $208,742	2,360 New	2,360 $207,000

544

27.2M

700

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.