Ae Wealth Management LLC COLLABORATIVE INVESTMNT SER Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Number of Shares
522,788
Previous 602,068 13.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
N/A
-79,280 Reduced 13.17%
522,788 $0
Q2 2025

Aug 06, 2025
SELL
N/A
-123,349 Reduced 17.0%
602,068 $0
Q1 2025

May 06, 2025
SELL
N/A
-313,808 Reduced 30.2%
725,417 $0
Q4 2024

Feb 13, 2025
BUY
N/A
1,039,225 New
1,039,225 $0
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