Ae Wealth Management LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Number of Shares
23,011
Previous 13,956 64.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
N/A
9,055 Added 64.88%
23,011 $0
Q2 2025

Aug 06, 2025
SELL
N/A
-1,069 Reduced 7.11%
13,956 $0
Q1 2025

May 06, 2025
BUY
N/A
2,916 Added 24.08%
15,025 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-407 Reduced 3.25%
12,109 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-1,126 Reduced 8.25%
12,516 $0
Q2 2024

Aug 12, 2024
BUY
N/A
8,125 Added 147.27%
13,642 $0
Q1 2024

May 15, 2024
BUY
N/A
5,517 New
5,517 $0
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