A detailed history of Ae Wealth Management LLC transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,491 shares of SYLD stock, worth $234,281. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,491
Previous 8,422 58.55%
Holding current value
$234,281
Previous $569,000 55.18%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$65.45 - $73.27 $322,733 - $361,294
-4,931 Reduced 58.55%
3,491 $255,000
Q4 2023

Feb 14, 2024

BUY
$58.37 - $68.37 $180,713 - $211,673
3,096 Added 58.13%
8,422 $569,000
Q3 2023

Oct 11, 2023

SELL
$59.83 - $64.7 $59,830 - $64,700
-1,000 Reduced 15.81%
5,326 $329,000
Q2 2023

Jul 10, 2023

BUY
$54.56 - $61.17 $65,799 - $73,771
1,206 Added 23.55%
6,326 $386,000
Q1 2023

Apr 14, 2023

BUY
$55.84 - $66.03 $27,194 - $32,156
487 Added 10.51%
5,120 $300,000
Q4 2022

Jan 31, 2023

SELL
$58.49 - $63.62 $241,973 - $263,195
-4,137 Reduced 47.17%
4,633 $274,000
Q3 2022

Oct 25, 2022

BUY
$53.26 - $63.52 $467,090 - $557,070
8,770 New
8,770 $461,000

Others Institutions Holding SYLD

About CAMBRIA SHAREHOLDER YLD ETF


  • Ticker SYLD
  • Sector ETFs
  • Industry ETFs
More about SYLD
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.