Ae Wealth Management LLC SERIES PORTFOLIOS TR Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Number of Shares
9,684
Previous 1,207,039 99.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
N/A
-1,197,355 Reduced 99.2%
9,684 $0
Q3 2024

Nov 14, 2024
BUY
N/A
281,768 Added 30.45%
1,207,039 $0
Q2 2024

Aug 12, 2024
BUY
N/A
123,888 Added 15.46%
925,271 $0
Q1 2024

May 15, 2024
BUY
N/A
62,684 Added 8.49%
801,383 $0
Q4 2023

Feb 14, 2024
BUY
N/A
545,113 Added 281.59%
738,699 $0
Q3 2023

Oct 11, 2023
BUY
N/A
193,586 New
193,586 $0
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