Ae Wealth Management LLC Towne Bank (Va) Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$27.15 - $30.17 $549,787 - $610,942	-20,250 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$29.48 - $34.49 $596,970 - $698,422	20,250 New	20,250 $606,000

Others Institutions Holding TOWN

# of Institutions

223

Shares Held

41.6M

Call Options Held

10.6K

Put Options Held

100

Vanguard Group Inc Valley Forge, PA

7.43M
Shares

$257 Million
0.0% of portfolio
Black Rock Inc. New York, NY

5.46M
Shares

$189 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

4.33M
Shares

$150 Million
0.04% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

4.13M
Shares

$143 Million
0.08% of portfolio
State Street Corp Boston, MA

2M
Shares

$69.1 Million
0.0% of portfolio

About TOWNE BANK (VA)

Ticker TOWN
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 72,746,000
Market Cap $2.52B

More about TOWN

Track This Portfolio

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.