Number of Shares
5,439
Previous 532,851 98.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 26, 2026

SELL
N/A
-527,412 Reduced 98.98%
5,439 $0
Q3 2025

Nov 03, 2025

SELL
N/A
-3,791 Reduced 0.71%
532,851 $0
Q2 2025

Aug 06, 2025

SELL
N/A
-3,315 Reduced 0.61%
536,642 $0
Q1 2025

May 06, 2025

BUY
N/A
539,699 Added 209185.66%
539,957 $0
Q4 2024

Feb 13, 2025

BUY
N/A
258 New
258 $0
Q1 2024

May 15, 2024

BUY
N/A
16,410 New
16,410 $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.