Ae Wealth Management LLC ELEVATION SERIES TRUST Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Number of Shares
3,708,945
Previous 2,618,207 41.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
N/A
1,090,738 Added 41.66%
3,708,945 $0
Q2 2025

Aug 06, 2025
BUY
N/A
875,051 Added 50.2%
2,618,207 $0
Q1 2025

May 06, 2025
BUY
N/A
10,862 Added 0.63%
1,743,156 $0
Q4 2024

Feb 13, 2025
BUY
N/A
204,748 Added 13.4%
1,732,294 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,527,546 New
1,527,546 $0
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