Ae Wealth Management LLC Two Rds Shared Tranfield Us Eq Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,410 shares of AESR stock, worth $150,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,410
Previous 5,852 26.62%
Holding current value
$150,348
Previous $96,000 45.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
$14.74 - $18.95 $22,964 - $29,524
1,558 Added 26.62%
7,410 $140,000
Q1 2025

May 06, 2025
BUY
$16.08 - $18.37 $17,125 - $19,564
1,065 Added 22.25%
5,852 $96,000
Q4 2024

Feb 13, 2025
BUY
$16.85 - $18.09 $80,660 - $86,596
4,787 New
4,787 $82,000
Q1 2024

May 15, 2024
SELL
$13.42 - $15.59 $42,071 - $48,874
-3,135 Reduced 15.64%
16,913 $263,000
Q4 2023

Feb 14, 2024
SELL
$11.61 - $13.9 $149,211 - $178,642
-12,852 Reduced 39.06%
20,048 $276,000
Q3 2023

Oct 11, 2023
BUY
$12.12 - $13.2 $398,748 - $434,280
32,900 New
32,900 $402,000

Others Institutions Holding AESR

# of Institutions
26
Shares Held
7.79M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TRANFIELD US EQ

AESR Quotes by TradingView
  • Ticker AESR
  • Sector ETFs
  • Industry ETFs
More about AESR
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