Ae Wealth Management LLC Etfis Ser Tr I Transaction History

Ae Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$18.0 - $20.71 $360,648 - $414,945	20,036 New	20,036 $414,000
Q2 2022 Aug 03, 2022	BUY	$20.78 - $24.04 $248,549 - $287,542	11,961 New	11,961 $252,000
Q1 2022 Apr 18, 2022	SELL	$22.87 - $25.12 $391,968 - $430,531	-17,139 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$24.34 - $25.3 $1.59 Million - $1.65 Million	-65,385 Reduced 79.23%	17,139 $431,000
Q3 2021 Nov 01, 2021	BUY	$24.75 - $25.43 $239,555 - $246,136	9,679 Added 13.29%	82,524 $2.05 Million
Q2 2021 Jul 21, 2021	BUY	$23.93 - $25.13 $1.74 Million - $1.83 Million	72,845 New	72,845 $1.83 Million

121

8.02M

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.