Ae Wealth Management LLC Spdr Doubleline Short Duration Transaction History

Ae Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$46.21 - $46.84 $65,525 - $66,419	1,418 Added 6.33%	23,831 $1.12 Million
Q3 2023 Oct 11, 2023	SELL	$46.2 - $46.59 $45,922 - $46,310	-994 Reduced 4.25%	22,413 $1.04 Million
Q2 2023 Jul 10, 2023	BUY	$46.28 - $46.58 $73,261 - $73,736	1,583 Added 7.25%	23,407 $1.09 Million
Q1 2023 Apr 14, 2023	BUY	$46.09 - $46.7 $1.01 Million - $1.02 Million	21,824 New	21,824 $1.01 Million
Q3 2021 Nov 01, 2021	SELL	$49.55 - $49.81 $869,305 - $873,866	-17,544 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$49.58 - $49.76 $869,831 - $872,989	17,544 New	17,544 $873,000

3.77M

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Ae Wealth Management LLC with notifications on news.