Number of Shares
7,647
Previous 10,852 29.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
N/A
-3,205 Reduced 29.53%
7,647 $0
Q3 2024

Nov 14, 2024

SELL
N/A
-1,886 Reduced 14.81%
10,852 $0
Q2 2024

Aug 12, 2024

BUY
N/A
174 Added 1.38%
12,738 $0
Q1 2024

May 15, 2024

SELL
N/A
-37,987 Reduced 75.15%
12,564 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-3,483 Reduced 6.45%
50,551 $0
Q3 2023

Oct 11, 2023

BUY
N/A
522 Added 0.98%
54,034 $0
Q2 2023

Jul 10, 2023

BUY
N/A
17,177 Added 47.27%
53,512 $0
Q1 2023

Apr 14, 2023

BUY
N/A
9,488 Added 35.34%
36,335 $0
Q4 2022

Jan 31, 2023

BUY
N/A
26,847 New
26,847 $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.