Ae Wealth Management LLC ELEVATION SERIES TRUST Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Number of Shares
967,149
Previous 959,716 0.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
BUY
N/A
7,433 Added 0.77%
967,149 $0
Q1 2025

May 06, 2025
BUY
N/A
14,279 Added 1.51%
959,716 $0
Q4 2024

Feb 13, 2025
BUY
N/A
87,625 Added 10.21%
945,437 $0
Q3 2024

Nov 14, 2024
BUY
N/A
857,812 New
857,812 $0
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