Ae Wealth Management LLC Ishares Interest Rate Hedged L Transaction History

Ae Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 25, 2022	SELL	$22.84 - $23.49 $7,103 - $7,305	-311 Reduced 2.22%	13,673 $307,000
Q2 2022 Aug 03, 2022	SELL	$23.06 - $24.35 $18,863 - $19,918	-818 Reduced 5.53%	13,984 $323,000
Q1 2022 Apr 18, 2022	BUY	$22.87 - $24.95 $22,115 - $24,126	967 Added 6.99%	14,802 $357,000
Q4 2021 Jan 20, 2022	BUY	$24.59 - $25.54 $1,303 - $1,353	53 Added 0.38%	13,835 $344,000
Q3 2021 Nov 01, 2021	SELL	$24.97 - $25.59 $31,037 - $31,808	-1,243 Reduced 8.27%	13,782 $346,000
Q2 2021 Jul 21, 2021	BUY	$24.98 - $25.71 $375,324 - $386,292	15,025 New	15,025 $381,000

4.67M

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.