Ae Wealth Management LLC Jp Morgan Diversified Return Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$47.68 - $52.39 $222,570 - $244,556	-4,668 Reduced 48.59%	4,938 $258,000
Q3 2023 Oct 11, 2023	SELL	$50.11 - $53.14 $6.38 Million - $6.76 Million	-127,240 Reduced 92.98%	9,606 $483,000
Q2 2023 Jul 10, 2023	SELL	$49.67 - $52.49 $1.3 Million - $1.37 Million	-26,132 Reduced 16.03%	136,846 $6.91 Million
Q1 2023 Apr 14, 2023	BUY	$49.13 - $52.77 $7.57 Million - $8.13 Million	154,046 Added 1724.65%	162,978 $8.23 Million
Q4 2022 Jan 31, 2023	BUY	$44.98 - $50.79 $401,761 - $453,656	8,932 New	8,932 $440,000

125

7.43M

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.