Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
N/A
-23,571 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
N/A
619 Added 2.7%
23,571 $143,000
Q4 2021

Jan 20, 2022

BUY
N/A
373 Added 1.65%
22,952 $148,000
Q3 2021

Nov 01, 2021

BUY
N/A
22,579 New
22,579 $135,000
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.