Ae Wealth Management LLC Two Rds Shared Tr Anfield Dive Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$8.48 - $9.03 $67,500 - $71,878	-7,960 Reduced 27.7%	20,778 $187,000
Q4 2023 Feb 14, 2024	SELL	$8.16 - $8.72 $100,669 - $107,578	-12,337 Reduced 30.04%	28,738 $247,000
Q3 2023 Oct 11, 2023	BUY	$8.43 - $8.82 $346,262 - $362,281	41,075 New	41,075 $348,000
Q1 2021 Apr 27, 2021	SELL	N/A	-12,776 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	N/A	-703,994 Reduced 98.22%	12,776 $124,000
Q3 2020 Nov 06, 2020	BUY	N/A	275 Added 0.04%	716,770 $6.1 Million
Q2 2020 Aug 05, 2020	BUY	N/A	61,036 Added 9.31%	716,495 $5.69 Million
Q1 2020 May 07, 2020	BUY	N/A	302,191 Added 85.54%	655,459 $4.75 Million
Q4 2019 Jan 15, 2020	BUY	N/A	353,268 New	353,268 $3.62 Million

Others Institutions Holding DALT

# of Institutions

2

Shares Held

55.1K

Call Options Held

0

Put Options Held

0

Provence Wealth Management Group

55K
Shares

$0
0.25% of portfolio
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

100
Shares

$0
0.0% of portfolio

About TWO RDS SHARED TR ANFIELD DIVE

Ticker DALT
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