Ae Wealth Management LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	$111.22 - $117.06 $349,564 - $367,919	-3,143 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$94.11 - $116.98 $524,663 - $652,163	-5,575 Reduced 63.95%	3,143 $350,000
Q4 2020 Feb 01, 2021	BUY	$76.38 - $96.63 $665,880 - $842,420	8,718 New	8,718 $834,000
Q3 2020 Nov 06, 2020	SELL	$71.58 - $81.95 $423,753 - $485,144	-5,920 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$58.89 - $86.67 $348,628 - $513,086	5,920 New	5,920 $452,000
Q1 2020 May 07, 2020	SELL	$57.86 - $101.27 $245,268 - $429,283	-4,239 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$92.59 - $100.97 $18,518 - $20,194	200 Added 4.95%	4,239 $424,000
Q3 2019 Nov 05, 2019	BUY	$94.08 - $96.95 $96,996 - $99,955	1,031 Added 34.28%	4,039 $384,000
Q2 2019 Jul 22, 2019	BUY	N/A	3,008 New	3,008 $280,000

Others Institutions Holding SMLV

# of Institutions

84

Shares Held

788K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

109K
Shares

$14.4 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88K
Shares

$11.6 Million
5.41% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.05 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.16 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.09 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
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