AE WEALTH MANAGEMENT LLC – Transaction History
AE WEALTH MANAGEMENT LLC portfolio value:
$29.69M
portfolio value
AE WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.74% | 115.28K shares | 3.22M | $38.82 | 764.99K |
| Q2 2022 | share | Increase | 0.00% | 649.70K shares | 26.47M | $40.75 | 649.70K |
| Q1 2022 | share | Decrease | -100.00% | -25.00K shares | -1.29M | $49.02 | 0 |
| Q4 2021 | share | Increase | +62.48% | 9.61K shares | 567K | $51.85 | 25.00K |
| Q3 2021 | share | Decrease | -14.03% | -2.51K shares | -118K | $47.16 | 15.38K |
| Q2 2021 | share | Increase | 0.00% | 17.9K shares | 844K | $46.99 | 17.9K |