Aegis Wealth Management LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025
Number of Shares
37,111
Previous 35,611 4.21%
Holding current value
$376 Million
Previous $360 Million 4.42%
% of portfolio
0.22%
Previous 0.24%

Shares

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

May 08, 2025
BUY
N/A
1,500 Added 4.21%
37,111 $376 Million
Q4 2024

Mar 07, 2025
BUY
N/A
35,611 New
35,611 $360 Million
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