Ae Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$50.29 - $50.88 $4.19 Million - $4.24 Million	-83,322 Reduced 60.32%	54,807 $2.78 Million
Q3 2023 Oct 11, 2023	BUY	$50.45 - $50.66 $5.61 Million - $5.63 Million	111,165 Added 412.27%	138,129 $6.97 Million
Q2 2023 Jul 10, 2023	SELL	$50.49 - $50.76 $782,140 - $786,323	-15,491 Reduced 36.49%	26,964 $1.37 Million
Q1 2023 Apr 14, 2023	SELL	$50.47 - $50.79 $344,710 - $346,895	-6,830 Reduced 13.86%	42,455 $2.16 Million
Q4 2022 Jan 31, 2023	BUY	$50.24 - $50.61 $2.48 Million - $2.49 Million	49,285 New	49,285 $2.49 Million

463

41.3M

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.