Ae Wealth Management LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$22.36 - $22.77 $467,279 - $475,847	20,898 Added 30.97%	88,370 $2.01 Million
Q3 2023 Oct 11, 2023	BUY	$22.42 - $22.61 $263,367 - $265,599	11,747 Added 21.08%	67,472 $1.52 Million
Q2 2023 Jul 10, 2023	SELL	$22.24 - $22.54 $26,665 - $27,025	-1,199 Reduced 2.11%	55,725 $1.25 Million
Q1 2023 Apr 14, 2023	BUY	$22.02 - $22.65 $150,638 - $154,948	6,841 Added 13.66%	56,924 $1.28 Million
Q4 2022 Jan 31, 2023	SELL	$21.52 - $22.55 $129,873 - $136,089	-6,035 Reduced 10.75%	50,083 $1.11 Million
Q3 2022 Oct 25, 2022	BUY	$21.55 - $22.94 $26,398 - $28,101	1,225 Added 2.23%	56,118 $1.21 Million
Q2 2022 Aug 03, 2022	BUY	$21.68 - $23.92 $455,431 - $502,487	21,007 Added 61.99%	54,893 $1.2 Million
Q1 2022 Apr 18, 2022	BUY	$23.41 - $24.96 $793,271 - $845,794	33,886 New	33,886 $807,000

Others Institutions Holding BSJO

# of Institutions

162

Shares Held

16.1M

Call Options Held

0

Put Options Held

0

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