Ae Wealth Management LLC Cambria Shareholder Yld ETF Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

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 2,762 shares of SYLD stock, worth $174,365. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,762

Previous 3,294 16.15%

Holding current value

$174,365

Previous $225,000 21.78%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$62.77 - $71.4 $33,393 - $37,984	-532 Reduced 16.15%	2,762 $176,000
Q4 2024 Feb 13, 2025	SELL	$68.06 - $76.27 $12,931 - $14,491	-190 Reduced 5.45%	3,294 $225,000
Q3 2024 Nov 14, 2024	SELL	$66.68 - $72.81 $187,237 - $204,450	-2,808 Reduced 44.63%	3,484 $252,000
Q2 2024 Aug 12, 2024	BUY	$67.74 - $73.13 $189,739 - $204,837	2,801 Added 80.23%	6,292 $429,000
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	$54.36 - $63.62 $224,887 - $263,195	-4,137 Reduced 47.17%	4,633 $274,000
Q3 2022 Oct 25, 2022	BUY	$52.3 - $63.52 $458,671 - $557,070	8,770 New	8,770 $461,000

Others Institutions Holding SYLD

# of Institutions

191

Shares Held

11.6M

Call Options Held

Put Options Held

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About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Cambria Shareholder Yld ETF Transaction History