Ae Wealth Management LLC WORLD GOLD TR Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

Shares

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

Aug 03, 2022
SELL
N/A
-284,841 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
N/A
120,303 Added 73.12%
284,841 $11 Million
Q4 2021

Jan 20, 2022
BUY
N/A
135,120 Added 459.31%
164,538 $2.99 Million
Q3 2021

Nov 01, 2021
BUY
N/A
4,396 Added 17.57%
29,418 $514,000
Q2 2021

Jul 21, 2021
SELL
N/A
-7,204 Reduced 22.35%
25,022 $441,000
Q1 2021

Apr 27, 2021
SELL
N/A
-37,412 Reduced 53.72%
32,226 $548,000
Q4 2020

Feb 01, 2021
BUY
N/A
46,799 Added 204.91%
69,638 $1.32 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-132,969 Reduced 85.34%
22,839 $429,000
Q2 2020

Aug 05, 2020
BUY
N/A
139,269 Added 842.06%
155,808 $2.77 Million
Q1 2020

May 07, 2020
BUY
N/A
16,539 New
16,539 $260,000
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