Number of Shares
668
Previous 1,940 65.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026

SELL
N/A
-1,272 Reduced 65.57%
668 $0
Q3 2025

Nov 03, 2025

SELL
N/A
-271,048 Reduced 99.29%
1,940 $0
Q2 2025

Aug 06, 2025

BUY
N/A
99,883 Added 57.7%
272,988 $0
Q1 2025

May 06, 2025

BUY
N/A
172,955 Added 115303.33%
173,105 $0
Q4 2024

Feb 13, 2025

SELL
N/A
-12,131 Reduced 98.78%
150 $0
Q3 2024

Nov 14, 2024

BUY
N/A
12,281 New
12,281 $0
Q1 2024

May 15, 2024

BUY
N/A
83,097 New
83,097 $0
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.