Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 10, 2023

BUY
N/A
9,611 New
9,611 $0
Q4 2022

Jan 31, 2023

BUY
N/A
317 Added 2.47%
13,146 $0
Q3 2022

Oct 25, 2022

SELL
N/A
-6,987 Reduced 35.26%
12,829 $277,000
Q2 2022

Aug 03, 2022

BUY
N/A
19,816 New
19,816 $434,000

About EXCHANGE LISTED FDS TR CABANA


  • Ticker TDSA
More about TDSA
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.