Ae Wealth Management LLC Two Rds Shared Tr Transaction History

Ae Wealth Management LLC

  • $9.03 Billion
  • Q2 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$8.82 - $9.04 $108,680 - $111,390
-12,322 Reduced 47.49%
13,623 $123,000
Q3 2023

Oct 11, 2023
BUY
$8.74 - $8.95 $89,139 - $91,281
10,199 Added 64.77%
25,945 $230,000
Q2 2023

Jul 10, 2023
SELL
$8.71 - $8.88 $3,588 - $3,658
-412 Reduced 2.55%
15,746 $138,000
Q1 2023

Apr 14, 2023
BUY
$8.71 - $8.94 $16,374 - $16,807
1,880 Added 13.17%
16,158 $141,000
Q4 2022

Jan 31, 2023
SELL
$8.6 - $8.84 $12,040 - $12,376
-1,400 Reduced 8.93%
14,278 $124,000
Q3 2022

Oct 25, 2022
SELL
$8.63 - $9.02 $6,524 - $6,819
-756 Reduced 4.6%
15,678 $135,000
Q2 2022

Aug 03, 2022
SELL
$8.86 - $9.29 $24,577 - $25,770
-2,774 Reduced 14.44%
16,434 $146,000
Q1 2022

Apr 18, 2022
SELL
$9.15 - $9.55 $2.72 Million - $2.84 Million
-296,982 Reduced 93.93%
19,208 $177,000
Q4 2021

Jan 20, 2022
BUY
$9.53 - $9.68 $52,472 - $53,298
5,506 Added 1.77%
316,190 $3.03 Million
Q3 2021

Nov 01, 2021
BUY
$9.61 - $9.76 $123,699 - $125,630
12,872 Added 4.32%
310,684 $2.99 Million
Q2 2021

Jul 21, 2021
SELL
$9.65 - $9.78 $184,083 - $186,563
-19,076 Reduced 6.02%
297,812 $2.9 Million
Q1 2021

Apr 27, 2021
SELL
$9.65 - $9.79 $1.72 Million - $1.75 Million
-178,403 Reduced 36.02%
316,888 $3.08 Million
Q4 2020

Feb 01, 2021
BUY
$9.74 - $9.84 $408,028 - $412,217
41,892 Added 9.24%
495,291 $4.85 Million
Q3 2020

Nov 06, 2020
BUY
$9.72 - $9.9 $220,060 - $224,136
22,640 Added 5.26%
453,399 $4.45 Million
Q2 2020

Aug 05, 2020
BUY
$9.71 - $9.86 $3.97 Million - $4.03 Million
409,196 Added 1897.68%
430,759 $4.23 Million
Q1 2020

May 07, 2020
SELL
$9.13 - $10.09 $45,312 - $50,076
-4,963 Reduced 18.71%
21,563 $209,000
Q4 2019

Jan 15, 2020
BUY
$9.68 - $9.81 $38,177 - $38,690
3,944 Added 17.47%
26,526 $257,000
Q3 2019

Nov 05, 2019
SELL
$9.68 - $9.81 $418,176 - $423,792
-43,200 Reduced 65.67%
22,582 $220,000
Q2 2019

Jul 22, 2019
BUY
N/A
31,903 Added 94.17%
65,782 $649,000
Q1 2019

May 14, 2019
SELL
N/A
-42,248 Reduced 55.5%
33,879 $338,000
Q4 2018

Feb 15, 2019
BUY
N/A
54,643 Added 254.34%
76,127 $754,000
Q3 2018

Nov 14, 2018
BUY
N/A
21,484 New
21,484 $215,000

Others Institutions Holding AFIF

# of Institutions
21
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR

AFIF Quotes by TradingView
  • Ticker AFIF
  • Sector ETFs
  • Industry ETFs
More about AFIF
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.

Choose your preferred platform and Sign Up 👇 Telegram Email