Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$0.0 - $40.76 $0 - $294,491	7,225 New	7,225 $0
Q1 2022 Apr 18, 2022	SELL	N/A	-1,976 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-16,330 Reduced 89.21%	1,976 $252,000
Q3 2021 Nov 01, 2021	BUY	N/A	93 Added 0.51%	18,306 $2.63 Million
Q2 2021 Jul 21, 2021	SELL	N/A	-3,400 Reduced 15.73%	18,213 $3 Million
Q1 2021 Apr 27, 2021	BUY	N/A	5,348 Added 32.88%	21,613 $3.37 Million
Q4 2020 Feb 01, 2021	BUY	N/A	2,652 Added 19.48%	16,265 $2.5 Million
Q3 2020 Nov 06, 2020	BUY	N/A	1,128 Added 9.03%	13,613 $1.68 Million
Q2 2020 Aug 05, 2020	SELL	N/A	-847 Reduced 6.35%	12,485 $1.43 Million
Q1 2020 May 07, 2020	BUY	N/A	341 Added 2.62%	13,332 $1.14 Million
Q4 2019 Jan 15, 2020	BUY	N/A	4,576 Added 54.38%	12,991 $1.3 Million
Q3 2019 Nov 05, 2019	BUY	N/A	2,220 Added 35.84%	8,415 $783,000
Q2 2019 Jul 22, 2019	BUY	N/A	3,523 Added 131.85%	6,195 $594,000
Q1 2019 May 14, 2019	BUY	N/A	2,672 New	2,672 $244,000

Others Institutions Holding PSJ

# of Institutions

113

Shares Held

2.45M

Call Options Held

0

Put Options Held

0

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