Ae Wealth Management LLC Schwab Fundamental Intl Large Transaction History

Ae Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$30.23 - $33.77 $615,120 - $687,151	-20,348 Reduced 64.29%	11,303 $381,000
Q3 2023 Oct 11, 2023	SELL	$31.51 - $33.54 $41,845 - $44,541	-1,328 Reduced 4.03%	31,651 $1 Million
Q2 2023 Jul 10, 2023	BUY	$30.91 - $33.09 $733,679 - $785,424	23,736 Added 256.8%	32,979 $1.06 Million
Q1 2023 Apr 14, 2023	BUY	$29.24 - $31.97 $270,265 - $295,498	9,243 New	9,243 $289,000
Q2 2022 Aug 03, 2022	SELL	N/A	-6,751 Closed	0 $0

Q1 2022 Apr 18, 2022	SELL	N/A	-96,422 Reduced 93.46%	6,751 $218,000
Q4 2021 Jan 20, 2022	BUY	N/A	50,847 Added 97.17%	103,173 $3.35 Million
Q3 2021 Nov 01, 2021	BUY	N/A	52,326 New	52,326 $1.72 Million

536

279M

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