Ae Wealth Management LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Number of Shares
633,036
Previous 610,355 3.72%
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
BUY
N/A
22,681 Added 3.72%
633,036 $0
Q1 2025

May 06, 2025
SELL
N/A
-33,871 Reduced 5.26%
610,355 $0
Q4 2024

Feb 13, 2025
BUY
N/A
644,226 New
644,226 $0
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