Ae Wealth Management LLC IBERIABANK CORP Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 06, 2020
SELL
N/A
-7,766 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
N/A
179 Added 2.36%
7,766 $354,000
Q1 2020

May 07, 2020
BUY
N/A
8 Added 0.11%
7,587 $274,000
Q4 2019

Jan 15, 2020
SELL
N/A
-1,400 Reduced 15.59%
7,579 $567,000
Q2 2019

Jul 22, 2019
BUY
N/A
8,979 New
8,979 $681,000
Q4 2018

Feb 15, 2019
SELL
N/A
-8,979 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-1,701 Reduced 15.93%
8,979 $730,000
Q2 2018

Aug 15, 2018
BUY
N/A
10,680 New
10,680 $810,000
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.

Choose your preferred platform and Sign Up 👇 Telegram Email