Number of Shares
1,318
Previous 21,145 93.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025

SELL
N/A
-19,827 Reduced 93.77%
1,318 $0
Q1 2025

May 06, 2025

BUY
N/A
16,044 Added 314.53%
21,145 $0
Q4 2024

Feb 13, 2025

BUY
N/A
5,101 New
5,101 $0
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.