Ae Wealth Management LLC SCHWAB STRATEGIC TR Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Number of Shares
1,017
Previous 1,707 40.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
N/A
-690 Reduced 40.42%
1,017 $0
Q4 2024

Feb 13, 2025
BUY
N/A
1,707 New
1,707 $0
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