Ae Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$42.12 - $44.19 $1.33 Million - $1.39 Million	31,513 New	31,513 $1.33 Million
Q4 2021 Jan 20, 2022	SELL	$51.18 - $52.35 $377,247 - $385,871	-7,371 Closed	0 $0
Q3 2021 Nov 01, 2021	SELL	$52.2 - $53.14 $1.91 Million - $1.95 Million	-36,633 Reduced 83.25%	7,371 $385,000
Q2 2021 Jul 21, 2021	SELL	$51.28 - $52.56 $1.24 Million - $1.27 Million	-24,245 Reduced 35.52%	44,004 $2.31 Million
Q1 2021 Apr 27, 2021	BUY	$51.17 - $53.57 $3.49 Million - $3.66 Million	68,249 New	68,249 $3.51 Million

196

19.4M

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