Ae Wealth Management LLC ETF Opportunities Tr American Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in ETF Opportunities Tr American stock. As of the latest transaction made, Ae Wealth Management LLC holds 22,093 shares of ACVF stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,093

Previous 21,983 0.5%

Holding current value

$1.07 Million

Previous $941,000 10.63%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$38.25 - $47.16 $4,207 - $5,187	110 Added 0.5%	22,093 $1.04 Million
Q1 2025 May 06, 2025	BUY	$42.01 - $46.08 $112,250 - $123,125	2,672 Added 13.84%	21,983 $941,000
Q4 2024 Feb 13, 2025	BUY	$43.12 - $46.1 $262,557 - $280,702	6,089 Added 46.05%	19,311 $844,000
Q3 2024 Nov 14, 2024	BUY	$39.3 - $43.65 $26,802 - $29,769	682 Added 5.44%	13,222 $577,000
Q2 2024 Aug 12, 2024	BUY	$37.88 - $41.67 $30,985 - $34,086	818 Added 6.98%	12,540 $517,000
Q1 2024 May 15, 2024	BUY	$35.94 - $40.47 $46,146 - $51,963	1,284 Added 12.3%	11,722 $474,000
Q4 2023 Feb 14, 2024	BUY	$31.56 - $36.63 $63,751 - $73,992	2,020 Added 24.0%	10,438 $380,000
Q3 2023 Oct 11, 2023	BUY	$32.87 - $34.92 $276,699 - $293,956	8,418 New	8,418 $278,000

Others Institutions Holding ACVF

# of Institutions

Shares Held

589K

Call Options Held

Put Options Held

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About ETF OPPORTUNITIES TR AMERICAN

Ticker ACVF
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Ae Wealth Management LLC ETF Opportunities Tr American Transaction History