Allworth Financial LP Advanced Energy Industries Inc Transaction History

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024

A detailed history of Allworth Financial LP transactions in Advanced Energy Industries Inc stock. As of the latest transaction made, Allworth Financial LP holds 93 shares of AEIS stock, worth $10,596. This represents 0.0% of its overall portfolio holdings.

Number of Shares
93
Previous 74 25.68%
Holding current value
$10,596
Previous $7,000 42.86%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$101.71 - $122.72 $1,932 - $2,331
19 Added 25.68%
93 $10,000
Q3 2024

Oct 23, 2024
SELL
$92.85 - $119.61 $2,414 - $3,109
-26 Reduced 26.0%
74 $7,000
Q2 2024

Jul 23, 2024
BUY
$89.7 - $109.61 $4,485 - $5,480
50 Added 100.0%
100 $10,000
Q1 2024

Apr 25, 2024
SELL
$94.77 - $107.77 $94 - $107
-1 Reduced 1.96%
50 $5,000
Q4 2023

Jan 24, 2024
BUY
$84.6 - $112.68 $676 - $901
8 Added 18.6%
51 $5,000
Q3 2023

Oct 31, 2023
BUY
$98.69 - $126.03 $789 - $1,008
8 Added 22.86%
43 $4,000
Q2 2023

Jul 18, 2023
BUY
$83.97 - $111.45 $335 - $445
4 Added 12.9%
35 $3,000
Q4 2022

Jan 13, 2023
BUY
$70.73 - $94.85 $495 - $663
7 Added 29.17%
31 $0
Q3 2022

Oct 18, 2022
SELL
$69.35 - $98.01 $138 - $196
-2 Reduced 7.69%
24 $2,000
Q2 2022

Jul 13, 2022
BUY
$69.33 - $86.33 $207 - $258
3 Added 13.04%
26 $2,000
Q1 2022

Apr 22, 2022
SELL
$78.42 - $93.73 $14,978 - $17,902
-191 Reduced 89.25%
23 $2,000
Q4 2021

Jan 21, 2022
BUY
$84.4 - $95.15 $16,373 - $18,459
194 Added 970.0%
214 $19,000
Q4 2019

Jan 16, 2020
SELL
$52.66 - $71.48 $263 - $357
-5 Reduced 20.0%
20 $1,000
Q1 2019

May 07, 2019
BUY
$40.99 - $52.52 $204 - $262
5 Added 25.0%
25 $1,000
Q1 2018

May 02, 2018
BUY
$62.32 - $77.53 $1,246 - $1,550
20 New
20 $1,000

Others Institutions Holding AEIS

# of Institutions
333
Shares Held
33.8M
Call Options Held
47.9K
Put Options Held
201K
View Full List

About ADVANCED ENERGY INDUSTRIES INC

AEIS Quotes by TradingView
  • Ticker AEIS
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 37,359,000
  • Market Cap $4.26B
  • Description
  • Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF power supplies, R...
More about AEIS
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