Ae Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Ae Wealth Management LLC holds 730 shares of XPND stock, worth $24,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
730
Previous 1,975 63.04%
Holding current value
$24,907
Previous $55,000 56.36%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$25.1 - $33.68 $31,249 - $41,931
-1,245 Reduced 63.04%
730 $24,000
Q1 2025

May 06, 2025
BUY
$28.13 - $32.75 $35,021 - $40,773
1,245 Added 170.55%
1,975 $55,000
Q4 2024

Feb 13, 2025
BUY
$28.27 - $31.68 $20,637 - $23,126
730 New
730 $22,000

Others Institutions Holding XPND

# of Institutions
20
Shares Held
480K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD VI

XPND Quotes by TradingView
  • Ticker XPND
More about XPND
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