Ae Wealth Management LLC SERIES PORTFOLIOS TR Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Number of Shares
54,061
Previous 567,425 90.47%
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
-513,364 Reduced 90.47%
54,061 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-63,181 Reduced 10.02%
567,425 $0
Q2 2024

Aug 12, 2024
BUY
N/A
62,402 Added 10.98%
630,606 $0
Q1 2024

May 15, 2024
SELL
N/A
-153,250 Reduced 21.24%
568,204 $0
Q4 2023

Feb 14, 2024
BUY
N/A
508,814 Added 239.28%
721,454 $0
Q3 2023

Oct 11, 2023
BUY
N/A
212,640 New
212,640 $0
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