Ae Wealth Management LLC SERIES PORTFOLIOS TR Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Number of Shares
1,207,039
Previous 925,271 30.45%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
281,768 Added 30.45%
1,207,039 $0
Q2 2024

Aug 12, 2024
BUY
N/A
123,888 Added 15.46%
925,271 $0
Q1 2024

May 15, 2024
BUY
N/A
62,684 Added 8.49%
801,383 $0
Q4 2023

Feb 14, 2024
BUY
N/A
545,113 Added 281.59%
738,699 $0
Q3 2023

Oct 11, 2023
BUY
N/A
193,586 New
193,586 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email