Ae Wealth Management LLC First Tr Exc Viii First Multi Transaction History

Ae Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	SELL	$20.11 - $27.16 $150,744 - $203,591	-7,496 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$26.06 - $29.27 $17,277 - $19,406	-663 Reduced 8.13%	7,496 $204,000
Q3 2021 Nov 01, 2021	SELL	$26.24 - $28.66 $70,506 - $77,009	-2,687 Reduced 24.77%	8,159 $222,000
Q2 2021 Jul 21, 2021	BUY	$23.59 - $26.71 $255,857 - $289,696	10,846 New	10,846 $288,000

1.43M

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.