Ae Wealth Management LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$66.75 - $85.43 $150,721 - $192,900	2,258 Added 31.86%	9,345 $787,000
Q3 2023 Oct 11, 2023	BUY	$77.25 - $99.07 $49,362 - $63,305	639 Added 9.91%	7,087 $553,000
Q2 2023 Jul 10, 2023	BUY	$92.66 - $99.27 $597,471 - $640,092	6,448 New	6,448 $634,000
Q1 2020 May 07, 2020	SELL	$59.35 - $90.15 $6.92 Million - $10.5 Million	-116,558 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$74.14 - $86.35 $4.88 Million - $5.69 Million	65,867 Added 129.94%	116,558 $9.98 Million
Q3 2019 Nov 05, 2019	SELL	$77.27 - $80.75 $3.46 Million - $3.61 Million	-44,733 Reduced 46.88%	50,691 $3.96 Million
Q2 2019 Jul 22, 2019	BUY	N/A	67,092 Added 236.81%	95,424 $7.81 Million
Q1 2019 May 14, 2019	BUY	N/A	28,332 New	28,332 $2.28 Million

Others Institutions Holding XHE

# of Institutions

98

Shares Held

943K

Call Options Held

900

Put Options Held

100

About SPDR SER TR S&P HEALTH CARE EQ

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