A detailed history of Ae Wealth Management LLC transactions in Blackrock ETF Tr Us Carbon Tra stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,347 shares of LCTU stock, worth $456,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,347
Previous 7,681 4.35%
Holding current value
$456,028
Previous $440,000 0.91%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$54.19 - $59.6 $18,099 - $19,906
-334 Reduced 4.35%
7,347 $436,000
Q1 2024

May 15, 2024

SELL
$51.4 - $57.41 $814,227 - $909,431
-15,841 Reduced 67.35%
7,681 $440,000
Q4 2023

Feb 14, 2024

BUY
$44.97 - $52.49 $155,011 - $180,933
3,447 Added 17.17%
23,522 $1.23 Million
Q3 2023

Oct 11, 2023

BUY
$46.87 - $50.59 $195,354 - $210,859
4,168 Added 26.2%
20,075 $945,000
Q2 2023

Jul 10, 2023

BUY
$44.52 - $48.84 $47,547 - $52,161
1,068 Added 7.2%
15,907 $776,000
Q1 2023

Apr 14, 2023

SELL
$42.14 - $46.39 $21,702 - $23,890
-515 Reduced 3.35%
14,839 $671,000
Q4 2022

Jan 31, 2023

BUY
$39.78 - $45.47 $152,794 - $174,650
3,841 Added 33.36%
15,354 $651,000
Q3 2022

Oct 25, 2022

BUY
$39.87 - $47.96 $184,358 - $221,767
4,624 Added 67.12%
11,513 $459,000
Q2 2022

Aug 03, 2022

BUY
$40.54 - $51.08 $279,280 - $351,890
6,889 New
6,889 $288,000

Others Institutions Holding LCTU

About BLACKROCK ETF TR US CARBON TRA


  • Ticker LCTU
  • Sector ETFs
  • Industry ETFs
More about LCTU
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.