Ae Wealth Management LLC Listed Fds Tr Trueshares Struc Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	SELL	$27.69 - $32.76 $4.09 Million - $4.84 Million	-147,649 Reduced 99.09%	1,354 $44,000
Q1 2025 May 06, 2025	SELL	$29.97 - $32.52 $137,232 - $148,909	-4,579 Reduced 2.98%	149,003 $4.52 Million
Q4 2024 Feb 13, 2025	SELL	$31.35 - $33.73 $75,365 - $81,086	-2,404 Reduced 1.54%	153,582 $4.81 Million
Q3 2024 Nov 14, 2024	BUY	$29.77 - $32.21 $340,658 - $368,579	11,443 Added 7.92%	155,986 $5.02 Million
Q2 2024 Aug 12, 2024	BUY	$28.9 - $31.04 $88,607 - $95,168	3,066 Added 2.17%	144,543 $4.48 Million

Q1 2024 May 15, 2024	SELL	$27.5 - $30.04 $5.53 Million - $6.04 Million	-201,171 Reduced 58.71%	141,477 $4.25 Million
Q4 2023 Feb 14, 2024	BUY	$26.7 - $29.85 $9.15 Million - $10.2 Million	342,648 New	342,648 $9.52 Million

Others Institutions Holding MARZ

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
100.0% of portfolio

About LISTED FDS TR TRUESHARES STRUC

Ticker MARZ
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