Ae Wealth Management LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,402 shares of SSFI stock, worth $72,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,402
Previous 12,852 73.53%
Holding current value
$72,530
Previous $267,000 73.03%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$20.53 - $21.55 $194,008 - $203,647
-9,450 Reduced 73.53%
3,402 $72,000
Q4 2024

Feb 13, 2025
BUY
$20.8 - $21.93 $267,321 - $281,844
12,852 New
12,852 $267,000

Others Institutions Holding SSFI

# of Institutions
14
Shares Held
1.01M
Call Options Held
0
Put Options Held
0
View Full List

About STRATEGY SHS DAY HAGAN/NED DAV

SSFI Quotes by TradingView
  • Ticker SSFI
  • Sector ETFs
  • Industry ETFs
More about SSFI
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