A detailed history of Ae Wealth Management LLC transactions in Unum Group stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,395 shares of UNM stock, worth $469,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,395
Previous 4,627 38.21%
Holding current value
$469,009
Previous $236,000 61.02%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$49.81 - $59.44 $88,064 - $105,089
1,768 Added 38.21%
6,395 $380,000
Q2 2024

Aug 12, 2024

BUY
$48.48 - $54.28 $224,316 - $251,153
4,627 New
4,627 $236,000
Q4 2023

Feb 14, 2024

SELL
$42.08 - $51.67 $130,153 - $159,815
-3,093 Reduced 21.6%
11,224 $507,000
Q3 2023

Oct 11, 2023

SELL
$47.27 - $50.4 $62,538 - $66,679
-1,323 Reduced 8.46%
14,317 $704,000
Q2 2023

Jul 10, 2023

SELL
$38.84 - $47.7 $14.9 Million - $18.2 Million
-382,368 Reduced 96.07%
15,640 $746,000
Q1 2023

Apr 14, 2023

BUY
$36.64 - $45.57 $14.3 Million - $17.8 Million
391,134 Added 5690.05%
398,008 $15.7 Million
Q4 2022

Jan 31, 2023

SELL
$38.96 - $46.09 $61,868 - $73,190
-1,588 Reduced 18.77%
6,874 $281,000
Q3 2022

Oct 25, 2022

SELL
$24.33 - $40.9 $55,740 - $93,701
-2,291 Reduced 21.31%
8,462 $328,000
Q2 2022

Aug 03, 2022

SELL
$30.52 - $37.16 $32,931 - $40,095
-1,079 Reduced 9.12%
10,753 $366,000
Q1 2022

Apr 18, 2022

BUY
$24.99 - $31.8 $64,574 - $82,171
2,584 Added 27.94%
11,832 $373,000
Q4 2021

Jan 20, 2022

BUY
$22.38 - $28.63 $206,970 - $264,770
9,248 New
9,248 $227,000
Q3 2021

Nov 01, 2021

SELL
$23.42 - $28.83 $177,195 - $218,127
-7,566 Closed
0 $0
Q2 2021

Jul 21, 2021

SELL
$27.03 - $31.9 $2,946 - $3,477
-109 Reduced 1.42%
7,566 $215,000
Q1 2021

Apr 27, 2021

BUY
$22.09 - $29.44 $169,540 - $225,952
7,675 New
7,675 $214,000
Q4 2020

Feb 01, 2021

SELL
$16.57 - $24.26 $312,543 - $457,592
-18,862 Closed
0 $0
Q3 2020

Nov 06, 2020

BUY
$15.48 - $19.9 $62,276 - $80,057
4,023 Added 27.11%
18,862 $317,000
Q2 2020

Aug 05, 2020

BUY
$12.96 - $20.22 $16,822 - $26,245
1,298 Added 9.59%
14,839 $246,000
Q1 2020

May 07, 2020

SELL
$10.38 - $30.21 $1,557 - $4,531
-150 Reduced 1.1%
13,541 $203,000
Q4 2019

Jan 15, 2020

SELL
$26.61 - $31.01 $94,651 - $110,302
-3,557 Reduced 20.62%
13,691 $399,000
Q3 2019

Nov 05, 2019

BUY
$25.06 - $34.6 $73,977 - $102,139
2,952 Added 20.65%
17,248 $513,000
Q2 2019

Jul 22, 2019

BUY
$31.49 - $37.54 $44,526 - $53,081
1,414 Added 10.98%
14,296 $480,000
Q1 2019

May 14, 2019

SELL
$29.88 - $37.67 $1,583 - $1,996
-53 Reduced 0.41%
12,882 $436,000
Q4 2018

Feb 15, 2019

SELL
$27.24 - $40.23 $5,257 - $7,764
-193 Reduced 1.47%
12,935 $380,000
Q3 2018

Nov 14, 2018

BUY
$35.01 - $40.51 $459,611 - $531,815
13,128 New
13,128 $513,000

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $14.7B
  • Description
  • Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...
More about UNM
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.