Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 18, 2022

SELL
N/A
-11,458 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
N/A
3,879 Added 51.18%
11,458 $1.55 Million
Q3 2021

Nov 01, 2021

BUY
N/A
7,579 New
7,579 $1.07 Million
Q2 2021

Jul 21, 2021

SELL
N/A
-2,436 Closed
0 $0
Q1 2021

Apr 27, 2021

SELL
N/A
-2,632 Reduced 51.93%
2,436 $312,000
Q4 2020

Feb 01, 2021

BUY
N/A
4,089 Added 417.67%
5,068 $910,000
Q3 2020

Nov 06, 2020

BUY
N/A
979 New
979 $215,000
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.