Ae Wealth Management LLC ULTIMUS MANAGERS TR Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Number of Shares
45,611
Previous 63,790 28.5%
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
Q1 2025

May 06, 2025
SELL
N/A
-18,179 Reduced 28.5%
45,611 $0
Q4 2024

Feb 13, 2025
BUY
N/A
9,314 Added 17.1%
63,790 $0
Q3 2024

Nov 14, 2024
BUY
N/A
54,476 New
54,476 $0
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