Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
N/A
-468,719 Closed
0 $0
Q1 2022

Apr 18, 2022

SELL
N/A
-273,050 Reduced 36.81%
468,719 $23.6 Million
Q4 2021

Jan 20, 2022

SELL
N/A
-25,614 Reduced 3.34%
741,769 $18.6 Million
Q3 2021

Nov 01, 2021

BUY
N/A
141,367 Added 22.58%
767,383 $19.3 Million
Q2 2021

Jul 21, 2021

BUY
N/A
11,610 Added 1.89%
626,016 $15.7 Million
Q1 2021

Apr 27, 2021

BUY
N/A
300,018 Added 95.43%
614,406 $15.4 Million
Q4 2020

Feb 01, 2021

BUY
N/A
49,827 Added 18.83%
314,388 $7.89 Million
Q3 2020

Nov 06, 2020

SELL
N/A
-12,217 Reduced 4.41%
264,561 $6.64 Million
Q2 2020

Aug 05, 2020

BUY
N/A
128,209 Added 86.3%
276,778 $6.95 Million
Q1 2020

May 07, 2020

SELL
N/A
-114,111 Reduced 43.44%
148,569 $3.73 Million
Q4 2019

Jan 15, 2020

BUY
N/A
39,557 Added 17.73%
262,680 $6.58 Million
Q3 2019

Nov 05, 2019

BUY
N/A
50,534 Added 29.28%
223,123 $5.59 Million
Q2 2019

Jul 22, 2019

BUY
N/A
83,072 Added 92.8%
172,589 $4.33 Million
Q1 2019

May 14, 2019

BUY
N/A
89,517 New
89,517 $2.25 Million
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.