AE WEALTH MANAGEMENT LLC – Transaction History
AE WEALTH MANAGEMENT LLC portfolio value:
$32.55M
portfolio value
AE WEALTH MANAGEMENT LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.59% | -122.79K shares | -7.70M | $28.13 | 1.15M |
| Q2 2022 | share | Increase | +35.13% | 332.77K shares | 5.47M | $31.45 | 1.28M |
| Q1 2022 | share | Increase | +9.87% | 85.10K shares | 1.27M | $36.72 | 947.28K |
| Q4 2021 | share | Increase | +70.82% | 357.44K shares | 13.98M | $38.93 | 862.17K |
| Q3 2021 | share | Increase | +62.19% | 193.53K shares | 7.25M | $38.7 | 504.73K |
| Q2 2021 | share | Increase | +949.10% | 281.53K shares | 11.16M | $39.45 | 311.19K |
| Q1 2021 | share | Decrease | -8.54% | -2.77K shares | -52K | $37.3 | 29.66K |
| Q4 2020 | share | Decrease | -10.77% | -3.91K shares | 27K | $35.7 | 32.43K |
| Q3 2020 | share | Increase | +8.81% | 2.94K shares | 147K | $30.69 | 36.35K |
| Q2 2020 | share | Decrease | -5.55% | -1.96K shares | 80K | $29.08 | 33.40K |
| Q1 2020 | share | Increase | +7.11% | 2.34K shares | -197K | $25.05 | 35.37K |
| Q4 2019 | share | Decrease | -6.84% | -2.42K shares | -18K | $32.61 | 33.02K |
| Q3 2019 | share | Increase | +42.54% | 10.57K shares | 331K | $30.22 | 35.44K |
| Q2 2019 | share | Increase | +162.14% | 15.38K shares | 501K | $30.44 | 24.86K |
| Q1 2019 | share | Decrease | -20.89% | -2.50K shares | -43K | $29.46 | 9.48K |
| Q4 2018 | share | Increase | +31.94% | 2.90K shares | 35K | $26.67 | 11.99K |
| Q3 2018 | share | Decrease | -0.11% | -10 shares | 4K | $30.64 | 9.08K |
| Q2 2018 | share | Decrease | -3.87% | -366 shares | -18K | $30.2 | 9.09K |
| Q1 2018 | share | Increase | +18.42% | 1.47K shares | 47K | $30.81 | 9.46K |
| Q4 2017 | share | Increase | +17.96% | 1.21K shares | 45K | $31.13 | 7.99K |
| Q3 2017 | share | Decrease | -1.57% | -108 shares | 8K | $29.88 | 6.77K |
| Q2 2017 | share | Increase | 0.00% | 6.88K shares | 219K | $28.37 | 6.88K |