A detailed history of Ae Wealth Management LLC transactions in Tidal ETF Tr Zega Buy & Hedge stock. As of the latest transaction made, Ae Wealth Management LLC holds 45,717 shares of ZHDG stock, worth $958,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares
45,717
Holding current value
$958,685
% of portfolio
0.01%

Shares

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

Aug 12, 2024

BUY
$17.97 - $19.54 $821,534 - $893,310
45,717 New
45,717 $893,000
Q4 2023

Feb 14, 2024

SELL
$16.4 - $17.88 $185,631 - $202,383
-11,319 Reduced 3.62%
301,234 $5.31 Million
Q3 2023

Oct 11, 2023

SELL
$16.88 - $17.91 $523,009 - $554,923
-30,984 Reduced 9.02%
312,553 $5.31 Million
Q2 2023

Jul 10, 2023

BUY
$16.29 - $17.43 $121,327 - $129,818
7,448 Added 2.22%
343,537 $5.99 Million
Q1 2023

Apr 14, 2023

SELL
$15.68 - $16.92 $532,147 - $574,230
-33,938 Reduced 9.17%
336,089 $5.55 Million
Q4 2022

Jan 31, 2023

SELL
$15.66 - $17.49 $17.1 Million - $19.1 Million
-1,089,887 Reduced 74.65%
370,027 $5.86 Million
Q3 2022

Oct 25, 2022

SELL
$16.28 - $18.36 $15.5 Million - $17.5 Million
-951,062 Reduced 39.45%
1,459,914 $23.8 Million
Q2 2022

Aug 03, 2022

BUY
$16.75 - $19.91 $40.4 Million - $48 Million
2,410,976 New
2,410,976 $40.4 Million
Q1 2022

Apr 18, 2022

SELL
$18.72 - $21.09 $34.3 Million - $38.6 Million
-1,832,490 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$19.65 - $21.14 $4.03 Million - $4.34 Million
205,274 Added 12.62%
1,832,490 $38.6 Million
Q3 2021

Nov 01, 2021

BUY
$19.77 - $20.57 $32.2 Million - $33.5 Million
1,627,216 New
1,627,216 $32.3 Million

Others Institutions Holding ZHDG

About TIDAL ETF TR ZEGA BUY & HEDGE


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