Ae Wealth Management LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$25.55 - $26.59 $5,391 - $5,610	-211 Reduced 1.94%	10,651 $282,000
Q4 2023 Feb 14, 2024	SELL	$23.59 - $25.63 $3.57 Million - $3.88 Million	-151,465 Reduced 93.31%	10,862 $278,000
Q3 2023 Oct 11, 2023	SELL	$23.79 - $24.48 $1.71 Million - $1.76 Million	-71,904 Reduced 30.7%	162,327 $3.9 Million
Q2 2023 Jul 10, 2023	BUY	$21.82 - $23.98 $1.56 Million - $1.72 Million	71,611 Added 44.04%	234,231 $5.62 Million
Q1 2023 Apr 14, 2023	BUY	$18.66 - $22.18 $132,709 - $157,744	7,112 Added 4.57%	162,620 $3.61 Million
Q4 2022 Jan 31, 2023	BUY	$18.39 - $20.3 $1.11 Million - $1.22 Million	60,171 Added 63.11%	155,508 $2.94 Million
Q3 2022 Oct 25, 2022	BUY	$18.77 - $21.69 $1.31 Million - $1.52 Million	69,941 Added 275.4%	95,337 $1.79 Million
Q2 2022 Aug 03, 2022	BUY	$18.75 - $22.82 $476,175 - $579,536	25,396 New	25,396 $488,000

Others Institutions Holding QMAR

# of Institutions

87

Shares Held

5.31M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

523K
Shares

$15.8 Million
5.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

408K
Shares

$12.3 Million
0.02% of portfolio
Truist Financial Corp

399K
Shares

$12 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

313K
Shares

$9.46 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

273K
Shares

$8.25 Million
0.01% of portfolio

About FIRST TR EX-TR VIII FT CBOE VE

Ticker QMAR

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