Ae Wealth Management LLC Legg Mason ETF Invt Tr Westn A Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$20.43 - $22.76 $188,160 - $209,619	-9,210 Reduced 43.91%	11,766 $247,000
Q1 2022 Apr 18, 2022	SELL	$22.67 - $26.08 $249,846 - $287,427	-11,021 Reduced 34.44%	20,976 $481,000
Q4 2021 Jan 20, 2022	SELL	$26.2 - $27.0 $62,067 - $63,963	-2,369 Reduced 6.89%	31,997 $839,000
Q3 2021 Nov 01, 2021	BUY	$26.95 - $27.45 $99,634 - $101,482	3,697 Added 12.05%	34,366 $926,000
Q2 2021 Jul 21, 2021	SELL	$26.89 - $27.43 $69,618 - $71,016	-2,589 Reduced 7.78%	30,669 $837,000

Q1 2021 Apr 27, 2021	SELL	$26.71 - $28.14 $121,530 - $128,037	-4,550 Reduced 12.03%	33,258 $893,000
Q4 2020 Feb 01, 2021	BUY	$28.05 - $28.86 $199,211 - $204,963	7,102 Added 23.13%	37,808 $1.07 Million
Q3 2020 Nov 06, 2020	BUY	$28.07 - $28.78 $861,917 - $883,718	30,706 New	30,706 $871,000

Others Institutions Holding WBND

# 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 LEGG MASON ETF INVT TR WESTN A

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