Ae Wealth Management LLC Spdr Ser Tr Russell 1000 Core Transaction History

Ae Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	SELL	$89.15 - $102.43 $459,211 - $527,616	-5,151 Reduced 19.69%	21,003 $1.98 Million
Q4 2022 Jan 31, 2023	BUY	$84.92 - $99.03 $2.22 Million - $2.59 Million	26,154 New	26,154 $2.45 Million
Q1 2020 May 07, 2020	SELL	$40.89 - $77.85 $207,189 - $394,465	-5,067 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$67.25 - $76.86 $340,755 - $389,449	5,067 New	5,067 $386,000

104

6.16M

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