Ae Wealth Management LLC COLLABORATIVE INVESTMNT SER Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Number of Shares
1,211,130
Previous 425,734 184.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
N/A
785,396 Added 184.48%
1,211,130 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-75,421 Reduced 15.05%
425,734 $0
Q1 2024

May 15, 2024
SELL
N/A
-311,839 Reduced 38.36%
501,155 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-361,545 Reduced 30.78%
812,994 $0
Q3 2023

Oct 11, 2023
BUY
N/A
3,677 Added 0.31%
1,174,539 $0
Q2 2023

Jul 10, 2023
BUY
N/A
481,489 Added 69.84%
1,170,862 $0
Q1 2023

Apr 14, 2023
BUY
N/A
689,373 New
689,373 $0
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