Number of Shares
273,375
Previous 251,979 8.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026

BUY
N/A
21,396 Added 8.49%
273,375 $0
Q3 2025

Nov 03, 2025

BUY
N/A
27,049 Added 12.03%
251,979 $0
Q2 2025

Aug 06, 2025

BUY
N/A
25,550 Added 12.81%
224,930 $0
Q1 2025

May 06, 2025

BUY
N/A
13,344 Added 7.17%
199,380 $0
Q4 2024

Feb 13, 2025

BUY
N/A
17,161 Added 10.16%
186,036 $0
Q3 2024

Nov 14, 2024

BUY
N/A
11,206 Added 7.11%
168,875 $0
Q2 2024

Aug 12, 2024

BUY
N/A
9,906 Added 6.7%
157,669 $0
Q1 2024

May 15, 2024

BUY
N/A
147,763 New
147,763 $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.