Ae Wealth Management LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Number of Shares
946,016
Previous 633,036 49.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
N/A
312,980 Added 49.44%
946,016 $0
Q2 2025

Aug 06, 2025
BUY
N/A
22,681 Added 3.72%
633,036 $0
Q1 2025

May 06, 2025
SELL
N/A
-33,871 Reduced 5.26%
610,355 $0
Q4 2024

Feb 13, 2025
BUY
N/A
644,226 New
644,226 $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