Ae Wealth Management LLC First Tr Small Cap Core Alphad Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$74.82 - $93.04 $32,771 - $40,751
438 Added 15.7%
3,227 $295,000
Q3 2023

Oct 11, 2023
SELL
$79.2 - $88.72 $950 - $1,064
-12 Reduced 0.43%
2,789 $224,000
Q2 2023

Jul 10, 2023
BUY
$74.92 - $82.95 $209,850 - $232,342
2,801 New
2,801 $230,000
Q3 2022

Oct 25, 2022
BUY
$72.71 - $89.32 $13,233 - $16,256
182 Added 4.14%
4,574 $333,000
Q2 2022

Aug 03, 2022
SELL
$74.54 - $92.21 $21,318 - $26,372
-286 Reduced 6.11%
4,392 $337,000
Q1 2022

Apr 18, 2022
BUY
$86.79 - $98.63 $18,312 - $20,810
211 Added 4.72%
4,678 $428,000
Q4 2021

Jan 20, 2022
BUY
$91.64 - $101.0 $409,355 - $451,167
4,467 New
4,467 $434,000
Q2 2020

Aug 05, 2020
SELL
$37.45 - $62.5 $433,820 - $724,000
-11,584 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$35.38 - $65.81 $81,303 - $151,231
2,298 Added 24.75%
11,584 $476,000
Q4 2019

Jan 15, 2020
BUY
$57.71 - $65.03 $535,895 - $603,868
9,286 New
9,286 $603,000
Q3 2019

Nov 05, 2019
SELL
$56.6 - $62.67 $625,033 - $692,064
-11,043 Closed
0 $0
Q2 2019

Jul 22, 2019
BUY
$57.35 - $64.16 $633,316 - $708,518
11,043 New
11,043 $679,000

Others Institutions Holding FYX

# of Institutions
174
Shares Held
6.91M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

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