Number of Shares
75,733
Previous 2,665,804 97.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
N/A
-2,590,071 Reduced 97.16%
75,733 $0
Q2 2024

Aug 12, 2024

BUY
N/A
2,665,804 New
2,665,804 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-637,416 Reduced 38.08%
1,036,428 $0
Q3 2023

Oct 11, 2023

BUY
N/A
122,634 Added 7.91%
1,673,844 $0
Q2 2023

Jul 10, 2023

BUY
N/A
1,551,210 New
1,551,210 $0
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.