Ae Wealth Management LLC Invesco California Amt Free Mu Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 05, 2019	SELL	$26.89 - $27.69 $208,209 - $214,403	-7,743 Closed	0 $0
Q2 2019 Jul 22, 2019	BUY	$26.2 - $26.94 $1,205 - $1,239	46 Added 0.6%	7,743 $208,000
Q1 2019 May 14, 2019	SELL	$25.62 - $26.39 $19,496 - $20,082	-761 Reduced 9.0%	7,697 $203,000
Q4 2018 Feb 15, 2019	SELL	$25.05 - $25.8 $76,803 - $79,102	-3,066 Reduced 26.61%	8,458 $218,000
Q3 2018 Nov 14, 2018	BUY	$25.39 - $26.0 $292,594 - $299,624	11,524 New	11,524 $294,000

131

20.9M

21.7K

13.3K

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.