Number of Shares
26,985
Previous 686,126 96.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
N/A
-659,141 Reduced 96.07%
26,985 $0
Q2 2024

Aug 12, 2024

SELL
N/A
-597,620 Reduced 46.55%
686,126 $0
Q1 2024

May 15, 2024

BUY
N/A
1,283,746 New
1,283,746 $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.