Ae Wealth Management LLC Legg Mason ETF Invt Tr Westn A Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Legg Mason ETF Invt Tr Westn A stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,469 shares of WINC stock, worth $59,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,469
Previous 9,448 73.87%
Holding current value
$59,675
Previous $226,000 73.89%
% 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
$23.9 - $24.24 $166,798 - $169,170
-6,979 Reduced 73.87%
2,469 $59,000
Q4 2024

Feb 13, 2025
BUY
$23.89 - $24.26 $225,712 - $229,208
9,448 New
9,448 $226,000

Others Institutions Holding WINC

# of Institutions
13
Shares Held
264K
Call Options Held
0
Put Options Held
0
View Full List

About LEGG MASON ETF INVT TR WESTN A

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