A detailed history of Ae Wealth Management LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Ae Wealth Management LLC holds 21,778 shares of XDEC stock, worth $801,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,778
Previous 21,912 0.61%
Holding current value
$801,430
Previous $772,000 1.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024

SELL
$34.77 - $36.07 $4,659 - $4,833
-134 Reduced 0.61%
21,778 $785,000
Q1 2024

May 15, 2024

SELL
$33.88 - $35.27 $5.15 Million - $5.36 Million
-151,937 Reduced 87.4%
21,912 $772,000
Q4 2023

Feb 14, 2024

BUY
$32.49 - $34.13 $3.6 Million - $3.78 Million
110,777 Added 175.64%
173,849 $5.92 Million
Q3 2023

Oct 11, 2023

SELL
$32.55 - $33.24 $495,183 - $505,680
-15,213 Reduced 19.43%
63,072 $2.07 Million
Q2 2023

Jul 10, 2023

BUY
$31.19 - $32.63 $25,139 - $26,299
806 Added 1.04%
78,285 $2.55 Million
Q1 2023

Apr 14, 2023

BUY
$29.62 - $31.22 $347,442 - $366,210
11,730 Added 17.84%
77,479 $2.42 Million
Q4 2022

Jan 31, 2023

BUY
$27.53 - $30.1 $1.81 Million - $1.98 Million
65,749 New
65,749 $1.96 Million

Others Institutions Holding XDEC

About FIRST TR ETF VIII CBOE VEST U


  • Ticker XDEC
  • Sector ETFs
  • Industry ETFs
More about XDEC
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.