Ae Wealth Management LLC EXCHANGE LISTED FDS TR Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Number of Shares
9,999
Previous 10,500 4.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
SELL
N/A
-501 Reduced 4.77%
9,999 $0
Q1 2025

May 06, 2025
SELL
N/A
-770 Reduced 6.83%
10,500 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-1,512 Reduced 11.83%
11,270 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-9,662 Reduced 43.05%
12,782 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-22,804 Reduced 50.4%
22,444 $0
Q1 2024

May 15, 2024
SELL
N/A
-215,841 Reduced 82.67%
45,248 $0
Q4 2023

Feb 14, 2024
BUY
N/A
121,040 Added 86.43%
261,089 $0
Q3 2023

Oct 11, 2023
SELL
N/A
-59,791 Reduced 29.92%
140,049 $0
Q2 2023

Jul 10, 2023
BUY
N/A
96,186 Added 92.8%
199,840 $0
Q1 2023

Apr 14, 2023
BUY
N/A
76,329 Added 279.34%
103,654 $0
Q4 2022

Jan 31, 2023
SELL
N/A
-1,071 Reduced 3.77%
27,325 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-12,244 Reduced 30.13%
28,396 $598,000
Q2 2022

Aug 03, 2022
BUY
N/A
40,640 New
40,640 $866,000
Q1 2022

Apr 18, 2022
SELL
N/A
-43,604 Closed
0 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-211,611 Reduced 82.91%
43,604 $1.18 Million
Q3 2021

Nov 01, 2021
BUY
N/A
255,215 New
255,215 $6.28 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email