Ae Wealth Management LLC Spdr Index Shs Fds Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Ae Wealth Management LLC holds 610 shares of QWLD stock, worth $82,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares
610
Previous 355 71.83%
Holding current value
$82,679
Previous $45,000 82.22%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$114.78 - $134.88 $29,268 - $34,394
255 Added 71.83%
610 $82,000
Q1 2025

May 06, 2025
BUY
$122.65 - $131.03 $43,540 - $46,515
355 New
355 $45,000
Q2 2020

Aug 05, 2020
SELL
$66.44 - $82.77 $360,636 - $449,275
-5,428 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$60.54 - $88.89 $90,688 - $133,157
1,498 Added 38.12%
5,428 $374,000
Q4 2019

Jan 15, 2020
BUY
$78.65 - $86.01 $309,094 - $338,019
3,930 New
3,930 $336,000

Others Institutions Holding QWLD

# of Institutions
55
Shares Held
841K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS

QWLD Quotes by TradingView
  • Ticker QWLD
  • Sector ETFs
  • Industry ETFs
More about QWLD
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email