Ae Wealth Management LLC Purchases and Sells in Q1 2024

Ae Wealth Management LLC

$8.07 Billion
Q1 2024

Top Buys

Incresed Positions

113 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PMAR	1.22M + 1902.76%	$35.51 - $36.81 $43.3M - $44.9M	1.28M $47.3M
PAPR	1.19M + 2038.83%	$32.46 - $33.59 $38.6M - $39.9M	1.25M $41.9M
AVIG	427K + 201.51%	$40.74 - $41.82 $17.4M - $17.8M	638K $26.3M
DYNF	236K + 43.22%	$38.54 - $44.62 $9.1M - $10.5M	783K $34.8M
IVW	88.2K + 24.03%	$72.87 - $85.14 $6.43M - $7.51M	455K $38.5M
MDYG	34K + 5.39%	$73.37 - $87.29 $2.49M - $2.96M	664K $57.9M

New Holdings

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JULZ	103K New	$35.69 - $39.2 $3.66M - $4.03M	103K $4.03M
DBEF	57.1K New	$36.74 - $40.97 $2.1M - $2.34M	57.1K $2.34M
CTLT	33.8K New	$42.56 - $59.82 $1.44M - $2.02M	33.8K $1.91M
PFRL	18.9K New	$50.24 - $51.01 $950K - $965K	18.9K $964K
SPMO	9.6K New	$64.34 - $80.83 $617K - $776K	9.6K $769K
SIGI	4.19K New	$96.8 - $109.17 $406K - $458K	4.19K $457K

Top Sells

Reduced Positions

982 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.84M - 58.62%	$169.0 - $195.18 $311M - $359M	1.3M $222M
SPLG	-5.14M - 65.97%	$54.97 - $61.53 $283M - $316M	2.65M $163M
QQQ	-665K - 87.47%	$396.28 - $446.38 $264M - $297M	95.3K $42.3M
MSFT	-607K - 53.96%	$367.75 - $429.37 $223M - $261M	518K $218M
SPY	-421K - 72.1%	$467.28 - $523.17 $197M - $220M	163K $85.2M
VOO	-471K - 53.6%	$429.43 - $481.35 $202M - $227M	408K $196M

Activity Summary All Purchases 152 New Holdings 39 Increased Positions 113 All Sells 982 Reductions 982 Sold out 0 Calls 0 Puts 0

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