Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 01, 2021

SELL
N/A
-20,572 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
N/A
13,726 Added 200.5%
20,572 $911,000
Q1 2021

Apr 27, 2021

SELL
N/A
-5,439 Reduced 44.27%
6,846 $278,000
Q4 2020

Feb 01, 2021

SELL
N/A
-314 Reduced 2.49%
12,285 $519,000
Q3 2020

Nov 06, 2020

SELL
N/A
-17,872 Reduced 58.65%
12,599 $338,000
Q2 2020

Aug 05, 2020

BUY
N/A
16,310 Added 115.18%
30,471 $947,000
Q1 2020

May 07, 2020

BUY
N/A
14,161 New
14,161 $380,000
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.