Ae Wealth Management LLC ALPS ETF TR Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	N/A	-20,021 Closed	0 $0
Q1 2020 May 07, 2020	SELL	N/A	-2,065 Reduced 9.35%	20,021 $69,000
Q4 2019 Jan 15, 2020	SELL	N/A	-6,755 Reduced 23.42%	22,086 $188,000
Q3 2019 Nov 05, 2019	SELL	N/A	-19,488 Reduced 40.32%	28,841 $264,000
Q2 2019 Jul 22, 2019	SELL	N/A	-201,517 Reduced 80.66%	48,329 $476,000
Q1 2019 May 14, 2019	SELL	N/A	-26,385 Reduced 9.55%	249,846 $2.51 Million
Q4 2018 Feb 15, 2019	BUY	N/A	6,772 Added 2.51%	276,231 $2.41 Million
Q3 2018 Nov 14, 2018	BUY	N/A	25,490 Added 10.45%	269,459 $2.88 Million
Q2 2018 Aug 15, 2018	BUY	N/A	37,476 Added 18.15%	243,969 $2.46 Million
Q1 2018 May 14, 2018	BUY	N/A	36,052 Added 21.15%	206,493 $1.94 Million
Q4 2017 Feb 06, 2018	BUY	N/A	19,667 Added 13.04%	170,441 $1.84 Million
Q3 2017 Nov 08, 2017	BUY	N/A	31,484 Added 26.39%	150,774 $1.69 Million
Q2 2017 Aug 14, 2017	BUY	N/A	119,290	119,290 $1.43 Million

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