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

447

40.1M

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