A detailed history of Ae Wealth Management LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Ae Wealth Management LLC holds 15,370 shares of XSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,370
Previous 16,681 7.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-1,311 Reduced 7.86%
15,370 $0
Q2 2024

Aug 12, 2024

BUY
N/A
242 Added 1.47%
16,681 $0
Q1 2024

May 15, 2024

SELL
N/A
-4,718 Reduced 22.3%
16,439 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-4,925 Reduced 18.88%
21,157 $0
Q3 2023

Oct 11, 2023

SELL
N/A
-469 Reduced 1.77%
26,082 $0
Q2 2023

Jul 10, 2023

SELL
N/A
-182 Reduced 0.68%
26,551 $0
Q1 2023

Apr 14, 2023

SELL
N/A
-3,566 Reduced 11.77%
26,733 $0
Q4 2022

Jan 31, 2023

BUY
N/A
30,299 New
30,299 $0

Others Institutions Holding XSEP

About FRST TR EX TRD VIII CBOE VEST


  • Ticker XSEP
More about XSEP
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.