Ae Wealth Management LLC ELEVATION SERIES TRUST Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Number of Shares
2,341,991
Previous 1,469,919 59.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
N/A
872,072 Added 59.33%
2,341,991 $0
Q2 2025

Aug 06, 2025
BUY
N/A
685,637 Added 87.42%
1,469,919 $0
Q1 2025

May 06, 2025
BUY
N/A
784,282 New
784,282 $0
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