Ae Wealth Management LLC COLLABORATIVE INVESTMNT SER Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Number of Shares
103,429
Previous 113,804 9.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
N/A
-10,375 Reduced 9.12%
103,429 $0
Q2 2025

Aug 06, 2025
SELL
N/A
-28,734 Reduced 20.16%
113,804 $0
Q1 2025

May 06, 2025
SELL
N/A
-113,839 Reduced 44.4%
142,538 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-954,753 Reduced 78.83%
256,377 $0
Q3 2024

Nov 14, 2024
BUY
N/A
785,396 Added 184.48%
1,211,130 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-75,421 Reduced 15.05%
425,734 $0
Q1 2024

May 15, 2024
SELL
N/A
-311,839 Reduced 38.36%
501,155 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-361,545 Reduced 30.78%
812,994 $0
Q3 2023

Oct 11, 2023
BUY
N/A
3,677 Added 0.31%
1,174,539 $0
Q2 2023

Jul 10, 2023
BUY
N/A
481,489 Added 69.84%
1,170,862 $0
Q1 2023

Apr 14, 2023
BUY
N/A
689,373 New
689,373 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email