Number of Shares
2,605
Previous 2,231 16.76%
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
Q4 2025

Jan 26, 2026

BUY
N/A
374 Added 16.76%
2,605 $0
Q3 2025

Nov 03, 2025

BUY
N/A
780 Added 53.76%
2,231 $0
Q2 2025

Aug 06, 2025

SELL
N/A
-985 Reduced 40.44%
1,451 $0
Q1 2025

May 06, 2025

BUY
N/A
1,366 Added 127.66%
2,436 $0
Q4 2024

Feb 13, 2025

BUY
N/A
1,070 New
1,070 $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.