A detailed history of Ae Wealth Management LLC transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Ae Wealth Management LLC holds 172 shares of SQEW stock, worth $6,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 0 Infinity%
Holding current value
$6,061
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$32.79 - $36.16 $5,639 - $6,219
172 New
172 $6,000
Q2 2025

Aug 06, 2025

SELL
$27.51 - $32.95 $20,247 - $24,251
-736 Closed
0 $0
Q1 2025

May 06, 2025

SELL
$30.9 - $34.79 $29,880 - $33,641
-967 Reduced 56.78%
736 $23,000
Q4 2024

Feb 13, 2025

BUY
$33.57 - $38.43 $57,169 - $65,446
1,703 New
1,703 $57,000
Q4 2023

Feb 14, 2024

BUY
$27.34 - $31.37 $406,026 - $465,875
14,851 New
14,851 $463,000

Others Institutions Holding SQEW

About TWO RDS SHARED TR LEADERSHARES


  • Ticker SQEW
  • Sector ETFs
  • Industry ETFs
More about SQEW
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.