A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Ae Wealth Management LLC holds 108,130 shares of JULZ stock, worth $4.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
108,130
Previous 102,682 5.31%
Holding current value
$4.21 Million
Previous $4.03 Million 4.47%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$38.89 - $39.11 $211,872 - $213,071
5,448 Added 5.31%
108,130 $4.21 Million
Q1 2024

May 15, 2024

BUY
$35.69 - $39.2 $3.66 Million - $4.03 Million
102,682 New
102,682 $4.03 Million

Others Institutions Holding JULZ

About LISTED FDS TR TRUESHARES STRUC


  • Ticker JULZ
  • Sector Technology
More about JULZ
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.